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Bank of America Securities: AI Memory Supply Shortage Will Last at Least Until the End of Next Year
2 day ago /
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Author：小编
Analysts from Bank of America Securities pointed out that the memory industry is undergoing an AI-driven structural transformation. AI memory demand is surging, but due to physical constraints, capacity is difficult to expand rapidly, and the supply-demand shortage will last at least until the end of next year. This cycle is enduring, differing from typical cyclical upswings.
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