Dados de cocriação: DDR em armazenamento é muito curto, a oferta recente foi aumentada em 30% e aceita

36 Krypton aprendeu que Xiechuang data release investor relations activity record sheet, storage business, (1) DDR: very shortage, because HBM occupies a large amount of production capacity, the price increase trend will be unchanged for at least 3 years in the future, and the recent offer has been increased by 30% and accepted. (2) Flash: relatively weak, easy to expand production (SanDisk, Kioxia, Yangtze River storage), insufficient supply of HBM led to weak demand, consumer Flash has been reduced. (3) HDD: stable and strong, Seagate and Western data insist on not expanding production (worrying about oversupply after expansion), but because cold/warm data storage is just needed, the price has increased steadyly.

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