Data Gold 10, 19 September, Morgan Stanley's latest report bluntly said that the storage market is approaching a 'cold winter', the DRAM market is feared to fall from the cyclical peak, expected to reverse downward as soon as the fourth quarter, beginning to face the pressure of oversupply, not only the next market conditions (orders, prices) more challenging, but the oversupply problem will continue all the way to 2026.
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Morgan Stanley: Musim dingin pasar penyimpanan akan datang dan masalah pasokan berlebih akan berlanjut hingga 2026
Data Gold 10, 19 September, Morgan Stanley's latest report bluntly said that the storage market is approaching a 'cold winter', the DRAM market is feared to fall from the cyclical peak, expected to reverse downward as soon as the fourth quarter, beginning to face the pressure of oversupply, not only the next market conditions (orders, prices) more challenging, but the oversupply problem will continue all the way to 2026.