Annie 所长|11月 11, 2026 09:19
Morgan Stanley is seriously concerned about a supply-demand reversal in the DRAM and DDR4 markets in 28 years, and has lowered its target prices for GigaDevice, Epson Technology, Nanya Technology, Winbond Electronics, and Powerchip Semiconductor by 6-28%.
HBM is currently unaffected!
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