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

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

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