Citrini analyst jukan: It is highly irrational to generalize the situation in a few isolated channels to the entire market

Odaily Planet Daily reported that Citrini analyst jukan posted on platform X, stating that some friends asked for his views on the Evercore channel survey. Evercore stated that multiple OEM manufacturers admitted that due to extended delivery lead times, they have placed component orders for the same project with both distributors and brokers simultaneously. Even if the three major DRAM manufacturers try to eliminate overbooking and duplicate orders, it is impossible to completely prevent them.

He believes that it is highly irrational to generalize the situation occurring in a few isolated channels to the entire market. He also shared Lynx's comments on Meta's storage procurement on the same day: According to Lynx's survey, Meta is willing to purchase memory and flash storage from major suppliers at spot prices. Unlike Apple, Lynx predicts that Meta will not complain about high prices and expects that Meta has already accounted for price increases in its capital expenditure plans.