Supplychain
Memory and PC Stocks Review
This article provides insights into the specific stocks poised to benefit from the anticipated Memory and PC market rebound. First, we compared the sequential growth rates from Q3 to Q4 of last year with the projected growth rates for this year. The data reveals a remarkably positive outlook, with every company exhibiting sequential growth. Micron stands out with the most significant improvement, transitioning from a (-39%) decline last year to an anticipated 14% growth this year. Silicon Motion, which experienced a (-20%) decline last year, is projected to rebound with 13% growth this year. Qualcomm, having faced a (-17%) decline last year, is forecast to experience 10% growth this year. The average growth rate has transformed from a sequential decline of (-7%) last year to an expected 11% growth this year.
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