US Semiconductors: Compute Semis: DRAM Supply Is the New Ranking Metric; NVDA & AMD on Top; QCOM at the Bottom

Research evidence excerpt

US Semiconductors: Compute Semis: DRAM Supply Is the New Ranking Metric; NVDA & AMD on Top; QCOM at the Bottom

vanced Micro Devices,Broadcom Inc,Cerebras

Systems Inc,Dell Technologies,Intel Corp,Marvell Technology Inc,Micron Technology Inc,Microsoft Corp.,NVIDIA

Corp,Qualcomm Inc,Samsung Electronics.

Citigroup Global Markets Inc. and/or its affiliates has a significant financial interest in relation to Advanced Micro

Devices,Broadcom Inc,Cerebras Systems Inc,Dell Technologies,Intel Corp,Marvell Technology Inc,Micron Technology

Inc,Microsoft Corp.,NVIDIA Corp,Qualcomm Inc,Samsung Electronics. (For an explanation of the determination of significant

financial interest, please refer to the policy for managing conflicts of interest which can be found at www.citiVelocity.com.)

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