全球存储技术-DRAM 现货市场暴跌、AWS 的 AI 芯片、存储指标-Global Memory Tech-Weekly theme DRAM spot hard-landing,AWS’s AI chip, memory indicator

Accessible version Global Memory Tech Refer to "Other Important Disclosures" for information on certain BofA Securities entities that take responsibility for the information herein in particular jurisdictions. Weekly theme: DRAM spot hard-landing, AWS's AI chip, memory indicator Industry Overview DDR5 price slightly muted, but no hard-landing signal Prices for 16Gb DDR5, a DRAM mainstream (vs legacy DDR4/3), have slightly declined this week (down 1%) – the first drop since Aug after a 300%+ rally over Sept- ...