Edgewater Research预测2025年存储需求疲软美光科技(MU.US)、西部数据(WDC.US)应声下跌

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智通财经APP获悉，Edgewater Research下调了对NAND和DRAM的价格预测。受此消息影响，美光科技(MU.US)周二收跌约4%，西部数据(WDC.US)收跌约5%。Edgewater Research分析师认为，原始设备制造商(OEM)和云服务提供商(CSP)的NAND需求预测继续压缩，与此同时，数据中心的NAND需求预计将在2025年保持疲软，同比仅略有增长。分析师称，供应商...

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Edgewater Research预测2025年存储需求疲软 美光科技(MU.US)、西部数据(WDC.US)应声下跌

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Edgewater Research预测2025年存储需求疲软美光科技(MU.US)、西部数据(WDC.US)应声下跌