DDR4 降价的消息并不准确-Old memory Report on DDR4 price cut incorrect

February 3, 2026 08:58 AM GMT Greater China Semiconductors | Asia Pacific Morgan Stanley Taiwan Limited+ Old memory: Report on DDR4 price cut incorrect What's new? A few Chinese-language news media outlets in Taiwan (e.g., Wantrich Chinatimes, The Liberty Times, ETtoday) reported today (Feb 3) that CXMT (private) is selling DDR4 at a significant discount to market pricing. Investors have been asking us for our view as to the accuracy of the information. Our take: We believe the reporting is not correct, as ...