高盛：存储器有利的和服务器需求及供给有限将推动存储器价格上涨

注公众号:永木纪要 2 July 2024 | 6:33AM KST South Korea Technology: Semiconductors - Memory Favorable Al/server demand and limited supply to lead to stronger memory pricing; raise TP, Buy Hynix/SEC We expect a stronger memory (DRAM and NAND) pricing trend for the remainder of the year as well as for next year, with our updated industry S/D model indicating a larger undersupply especially for DRAM. Memory demand trends are mixed with server-related demand seeing continued strength from Al and a recovering trend from ...