半导体 - 传统存储器定价能力再度提升-Greater China Semiconductors-Old Memory Upping Pricing Power Again

February 4, 2026 08:00 PM GMT Greater China Semiconductors | Asia Pacific Old Memory: Upping Pricing Power Again We believe the mainstream memory players are further reducing support for NOR, MLC NAND and DDR4. We update our old memory supply-demand model and raise PTs further. Buy on dips in particular. Key Takeaways The memory supercycle will likely squeeze old memory support further: Shawn Kim has raised PTs on SK Hynix and Samsung (link), citing his expectations for the commodity memory supply to be ful ...