Odaily Planet Daily News: Citrini analyst jukan posted on platform X that some friends asked for his opinion on Evercore's channel survey. Evercore stated that multiple OEMs acknowledged that due to extended delivery lead times, they have placed orders for components with both distributors and brokers for the same project. Even if the top three DRAM manufacturers try to eliminate overbooking and duplicate ordering, it is impossible to completely prevent it.

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