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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. 19 Mar 2024 - - - #### Semiconductor Value Chain by @Quartr\_App [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![Semiconductor Value Chain](https://blog.syzgroup.com/hubfs/3-Mar-19-2024-09-51-42-1222-AM.jpg) ![Semiconductor Value Chain](https://blog.syzgroup.com/hubfs/3-Mar-19-2024-09-51-42-1222-AM.jpg) #### Disclaimer This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. Read More ## Related Articles [Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) #### [JP MORGAN HAS MORE THAN DOUBLED IT’S SPACEX PRICE TARGET FROM $240 TO $500 AFTER LAST NIGHTS EARNINGS](https://blog.syzgroup.com/syz-the-moment/jp-morgan-has-more-than-doubled-its-spacex-price-target-from-240-to-500-after-last-nights-earnings?hsLang=en) $SPCX Source: Gugarvin **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 22/10/2026 [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) #### [Micron $MU has increased the amount of DRAM produced per wafer by ~400x over the past 30 years.](https://blog.syzgroup.com/syz-the-moment/micron-mu-has-increased-the-amount-of-dram-produced-per-wafer-by-400x-over-the-past-30-years?hsLang=en) That means each new manufacturing node can boost memory output from existing factories without needing to build more fabs. Source: Shay Boloor **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 22/10/2026 [Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) #### [Yes Meta results were a mixed bag but here's a positive way to look at this mega-cap tech company.](https://blog.syzgroup.com/syz-the-moment/yes-meta-results-were-a-mixed-bag-but-heres-a-positive-way-to-look-at-this-mega-cap-tech-company?hsLang=en) Excluding $NVDA, no other MAG 7 company is growing revenue faster. Q3 revenue: +26% YoY. $META’s biggest competitive advantage is distribution. 3.6 billion people use Meta’s platforms every single day. Nearly half the world’s population. Facebook, Instagram, and WhatsApp are the three most used social platforms in the world. While other AI companies spend billions acquiring users, Meta already has direct access to billions of them. And with Muse gaining traction, this advantage is becoming even more powerful. Other AI companies are fighting for users. $META already has them. Source: Daniel **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 22/10/2026 ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. [Discover more](https://blog.syzgroup.com/syz-the-moment) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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