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BNP Paribas: Industry Giants Cease Production of Outdated Models; Micron and Sandisk Reap Direct Benefits from Global Demand Surge
3 week ago /
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Author：小编
BNP Paribas highlights that artificial intelligence is propelling the memory industry into what it terms a "historic upcycle," with Micron Technology and Sandisk poised to sustain their advantageous positions. Analyst Carl Ackerman notes that in November, the spot prices for consumer-grade DRAM and NAND TLC experienced a notable year-on-year increase. It is projected that DRAM and NAND will embark on an upcycle that could extend until 2026. The overall outlook for the memory and storage supply chain remains optimistic, with companies heavily involved in the data center business anticipated to fare even better.
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