Topic

Memory Chips

1 independent report · 5 names referenced

Memory hardware fundamentals remain decoupled from recent equity selloffs

Triple digit earnings growth across storage manufacturers underlines structural server demand despite recent short term share price declines.

Covered names from the Octans screener — Lowest P/E view.
Ticker	P/E	Cap $B	1D
JD	9.4	52.1	▲ +1.87%
PDD	11.2	179	▲ +0.71%
BABA	14.8	205	▲ +1.28%
TSM	18.9	612	▲ +2.85%
TCEHY	19.6	468	▲ +1.34%

Trailing (~5yr) P/E is indicative, not live

Octans Research’ independent Memory Chips research as a structured, independent-only feed for platforms and distribution.