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Events · who it helps and who it hurts

DRAM / NAND contract price print

The quarterly price memory-chip makers charge their big customers.

Not on our calendar

The reads below are for when memory prices rise. Expect the opposite when memory prices fall.

Sectors

TechnologyUsually helpsMemory makers earn more; device makers pay more.
Basic MaterialsNo documented read
Communication ServicesNo documented read
Consumer CyclicalNo documented read
Consumer DefensiveNo documented read
EnergyNo documented read
Financial ServicesNo documented read
HealthcareNo documented read
IndustrialsNo documented read
Real EstateNo documented read
UtilitiesNo documented read

Where each sector’s relative strength sits this week is on the rotation board.

Industries that behave differently from their sector

SemiconductorsUsually helpsMemory makers sell at the higher price.
Computer HardwareUsually hurtsPC and server makers pay more for memory.
Consumer ElectronicsUsually hurtsPhone and laptop makers pay more for memory.
Semiconductor Equipment & MaterialsUsually helpsHigher prices pay for new factories.

Related events

TSMC monthly revenueSamsung Electronics preliminary resultsSK Hynix earnings and HBM guidanceKorea 20-day exports (semiconductor line)ASML bookings and guidanceAll market events