2020年3月25日 星期三

Memory is a game of two halves

Memory purchasers will be reluctant to raise inventory levels from the end of 2Q20 onwards, affecting the price trend of memory products in 2H20, reckons TrendForce. With DRAM, the considerable preexisting gap between supply and demand is expected to persist even if demand drops. Thus, 2H20 DRAM prices will, at worst, exhibit limited growth rather ...

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