聚焦伯恩斯坦_内存追踪(12月):继11月后进一步加速。Server DRAM: Server DDR4 spot price increase continued at +19% MoM in Dec. DDR5 price increase slowed as well but remained +18% MoM (Exhibit 1,Exhibit 11, Exhibit 12). By the end of Dec both DDR4 and DDR5 spot prices remained~75-80% ahead of contract prices.
聚焦伯恩斯坦_内存追踪(12月):继11月后进一步加速。Server DRAM: Server DDR4 spot price increase continued at +19% MoM in Dec. DDR5 price increase slowed as well but remained +18% MoM (Exhibit 1,Exhibit 11, Exhibit 12). By the end of Dec both DDR4 and DDR5 spot prices remained~75-80% ahead of contract prices.
聚焦伯恩斯坦_内存追踪(12月):继11月后进一步加速。Server DRAM: Server DDR4 spot price increase continued at +19% MoM in Dec. DDR5 price increase slowed as well but remained +18% MoM (Exhibit 1,Exhibit 11, Exhibit 12). By the end of Dec both DDR4 and DDR5 spot prices remained~75-80% ahead of contract prices.
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重点分析了伯恩斯坦_内存追踪、12月、继11月后进一步加速等议题。