Storage赛道
Morgan Stanley Research Report Analysis: Storage Sector Surge Is Only a Recovery, Semiconductors Still Have Downside Potential
Capital is continuously shifting towards consumer durables, transportation, and hyperscale cloud providers, which is the core theme of the broadening of this market rally.
Bernstein Research Report Analysis: Market Overly Pessimistic About Storage Industry LTAs, Current Round of Contracts Has Substantial Bottom-Supporting Capability
Structural AI demand combined with new LTAs back-end protection, plus supply discipline, jointly drive cycle lengthening and volatility narrowing.
Top Three Memory Manufacturers Abandon Self-Developed CXL Controllers, Fearing It Will Undermine Their DRAM Business
Design is outsourced to professional companies, manufacturing is still done in-house, each earns their own money.
Morgan Stanley Research Report Interpretation: Storage Cycle Enters Second Half, Market Is Switching Pricing Anchors
Storage is still in the mid-to-late stage of the upward cycle, but the logic driving stock prices has already shifted from "price increase elasticity" to "earnings sustainability".
How long can the storage boom last?
Despite the market boom, history shows that positive growth in the memory market usually does not exceed five years, followed by a potential severe downturn.
Podcast Notes: Samsung Earns 650 Million Daily Surpassing NVIDIA, Yet Stock Price Plunges 10%, This Is "Selling News" Rather Than Storage Doomsday
For Every $100 of Memory Sold, SK Hynix Takes $72 in Profit—Are the Kings of Storage Being Misread?
Bernstein Research Report Analysis: After Memory Outperformed Semiconductor Equipment by 661%, History Says It's Equipment's Turn
The real judgment is that even if storage trades sideways, equipment has its own upward logic, rather than predicting that storage will decline.
Morgan Stanley Research Report Analysis: Memory Cycle Approaching Peak, But 2027 Earnings Still Expected to Grow 35%-40%
Morgan Stanley suggests seeking opportunities in DRAM and traditional storage, while avoiding module manufacturers.
Micron to Build $24 Billion Factory in Singapore—but Your RAM Stick Is Still Not in the Plan
The three major memory manufacturers have collectively shifted their production capacity toward the AI market, with Micron being the latest to make its move.
Morgan Stanley: The AI-driven storage "super cycle" has arrived
Driven by strong long-term AI-related factors, memory prices have entered uncharted territory, with profit outlooks far exceeding market expectations.
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