[Citrini Analyst Jukan: It Is Inappropriate to Generalize Isolated Channel Situations to the Entire Market] Odaily Planet Daily News – Citrini analyst Jukan posted on the X platform, stating that some friends have asked for his opinion on Evercore's channel survey. Evercore reported that multiple OEM manufacturers admitted to placing component orders with both distributors and brokers for the same project due to extended delivery cycles. Even though the three major DRAM manufacturers are attempting to eliminate overbooking and duplicate orders, it is impossible to completely eradicate them. He believes that generalizing situations occurring in a few isolated channels to the entire market is highly irrational. He also shared Lynx's same-day comments on Meta's storage procurement: According to Lynx's investigation, Meta is willing to purchase memory and flash storage from major suppliers at spot prices. Unlike Apple, Lynx expects Meta not to complain about high prices and anticipates that Meta has already factored price increases into its capital expenditure plans.