存储成本压力遍及全行业但可控,多元化策略缓冲利润率_2026 年 LAIC 会议反馈-Memory cost pressure is sector-wide but manageable, diversification cushions margins; Feedback from LAIC 2026
2026-02-02 02:22

Global Research ab 28 January 2026 Positivo Memory cost pressure is sector-wide but manageable, diversification cushions margins; Feedback from LAIC 2026 We hosted Positivo Tecnologia at the LAIC Conference and discussed the sharp increase in memory (RAM/SSD) costs, the challenges of passing prices through across retail, corporate and government channels, and how the company's increasingly diversified mix—services, servers and recurring solutions—helps absorb margin pressure. The conversation also covered e ...