The ongoing supply squeeze in mature DRAM and NAND chips is about to get a lot worse, as per the latest projections from Morgan Stanley. Meanwhile, the retail prices for newer DDR5 chips are also showing no sign of cooling down, with spot prices for DDR5-5600/6400 24GB rising by another 8 percent in August alone. Morgan Stanley says the oncoming supply squeeze in DDR4 and SLC NAND is mostly supply-driven, as memory makers continue to shift capacity toward HBM, DDR5 and higher-layer NAND Morgan Stanley’s latest note does not bring glad tidings for the consumer electronics sphere. The Wall Street […]
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