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    Nam Hyung Kim • Arete Research

    Nam Hyung Kim's questions to SanDisk Corp (SNDK) leadership

    Nam Hyung Kim's questions to SanDisk Corp (SNDK) leadership • Q3 2025

    Question

    Nam Hyung Kim of Arete Research asked for more color on the NAND pricing outlook, questioning if the guided ASP increase is driven primarily by the transactional market or is broad-based. He also inquired about the impact of the Japanese yen exchange rate on Sandisk's cost structure.

    Answer

    CEO David V. Goeckeler confirmed the price turn is broad-based, citing the company's wide visibility across consumer, channel, PC, and hyperscale markets, and reiterated his conviction of an undersupplied market. CFO Luis Visoso explained that while the front-end is exposed to the yen, not all costs from Japan are yen-denominated, as equipment and materials are often dollar-based.

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    Nam Hyung Kim's questions to Universal Display Corp (OLED) leadership

    Nam Hyung Kim's questions to Universal Display Corp (OLED) leadership • Q1 2025

    Question

    Nam Hyung Kim from Arete Research asked if LG Display's commercial panel uses UDC's blue host material in addition to the emitter. He also sought color on the significance of the tandem structure announcement, given its prior use in IT devices.

    Answer

    CFO Brian Millard stated that while UDC sells both blue host and emitter materials, he could not comment on the specific recipe used by LG Display. He reiterated that customers are evaluating their materials for both tandem and single-layer structures depending on their internal development projects.

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    Nam Hyung Kim's questions to Universal Display Corp (OLED) leadership • Q3 2024

    Question

    Nam Hyung Kim of Arete Research asked for clarification on a news report about LG Display's development of an OLED panel using blue phosphorescent material and its implications for Universal Display.

    Answer

    Brian Millard, VP and CFO, confirmed that Universal Display has been engaged in blue development projects with LG Display and others. He positioned the reported development as 'indicative of progress' and a positive sign of customer engagement with their materials, while declining to comment on specific rumors or the project's commercial readiness.

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    Nam Hyung Kim's questions to Rambus Inc (RMBS) leadership

    Nam Hyung Kim's questions to Rambus Inc (RMBS) leadership • Q3 2024

    Question

    Nam Hyung Kim from Arete Research asked for an update on the CXL controller chip's development timeline and market outlook, and also for Rambus's strategic position on the MRDIMM versus MCR DIMM memory standards.

    Answer

    CEO Luc Seraphin explained that while CXL is a driver for the Silicon IP business, the product market remains fragmented and will likely consolidate at the CXL 3.0 node. He emphasized that Rambus's strategy is to focus on developing products for JEDEC standards, like MRDIMM, to ensure broad ecosystem adoption and high-volume potential, and confirmed the company participates in all relevant JEDEC standard-setting activities.

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