半导体：资深内存投资者对我们下调评级的反馈-Greater China Semiconductors-Old Memory Investor Feedback on Our Downgrade
2026-03-26 13:20
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 March 24, 2026 03:59 PM GMT Greater China Semiconductors | Asia Pacific Old Memory: Investor Feedback on Our Downgrade Below are the key investor feedback/questions and our response. 1. What are the implications to the mainstream memory market? We have turned more cautious on DDR4 and remain bullish on legacy NAND. Our call is on the legacy memory market, and this should not be read through to mainstream memory. Legacy memory has a much smaller capacity base, and its supply dema ...