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What could drive memory prices lower?
Some industry insiders believe it's a change in product specifications
“Wu Jinrong, general manager of MicroDrive Technology, warned that supply-and-demand distortions leading end customers to adjust product specifications are more likely to cause memory prices to turn in the second half of 2027 than capacity expansion.”
I agree, yet it’s not happening
There’s no way memory content can be designed down enough for that to occur