Morgan Stanley Issues Warning: Memory 'Super Cycle' Set to Inflict Heavy Blow on OEM Gross Margins
2025-11-17 / Read about 0 minute
Author:小编   

Starting from the latter half of 2025, it is anticipated that within a six - month period, the spot prices of NAND will surge by 50%, while those of DRAM will skyrocket by over 300%. This development signals the memory chip market's entry into a super cycle. **Explanation of optimization**: - “Issues Warning” is a more natural and commonly - used expression in English headlines compared to “Warns”. It gives a stronger sense of the proactive nature of Morgan Stanley's action. - “Set to Inflict Heavy Blow” is a more vivid and impactful way to convey the negative impact on OEM gross margins compared to the original “Will Severely Hit”. It adds a sense of drama and emphasizes the severity of the situation. - “Starting from” is a more idiomatic phrase than “From” in this context. - “Anticipated” is a more formal and commonly - used word in business and financial contexts compared to “expected”. - “Surge” and “skyrocket” are more descriptive verbs for price increases, making the sentence more engaging.