Svmuu News: Citrini analyst jukan posted on X, stating that some friends had asked for his views on Evercore’s channel survey. Evercore reported that several OEMs acknowledged that, due to extended delivery cycles, they had placed component orders with both distributors and brokers simultaneously for the same project. Even though the three major DRAM manufacturers are attempting to eliminate over-booking and duplicate orders, it is impossible to completely prevent them.
He believes it is highly irrational to extrapolate situations occurring in a few isolated channels to the entire market. He also shared Lynx’s comments from the same day regarding Meta’s memory procurement: According to Lynx’s research, Meta is willing to purchase memory and flash storage from major suppliers at spot prices; unlike Apple, Lynx does not expect Meta to complain about high prices and anticipates that Meta has already factored price increases into its capital expenditure plans.