传统存储芯片：人工智能驱动持续需求-Old Memory AI Driving Sustained Demand

Old Memory: AI Driving Sustained Demand Besides datacenter switches, eSSD and some HDDs also require DDR4 for cache memory. The recent sell-off offers an attractive entry point into the established memory supercycle. Key Takeaways November 17, 2025 04:41 PM GMT Greater China Semiconductors | Asia Pacific Don't forget DDR4 is also in AI servers: Our AP tech analyst Shawn Kim expects strong DDR5 pricing hikes for datacenters (link). Previously we highlighted that we believe the market is underestimating the i ...