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Morgan Stanley: Downward Revision of Old Memory Valuations Inevitable, 'Unaffordability' in AI Era Becomes Core Constraint
11 hour ago /
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Author：小编
According to Morgan Stanley's latest report, with the advancement of KV Cache compression technology, server system optimization, and long-term agreement negotiations, the traditional memory industry is facing downward pressure on valuations. Despite sustained market enthusiasm for AI chips, customer tolerance for high DRAM prices has become a substantial constraint. Against this backdrop, Morgan Stanley has lowered the target prices for DRAM-related manufacturers and reiterated its preference for traditional NAND Flash over DDR4.
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