prediction
LPDDR supply is the tightest among DRAM products due to expanding SOCAMM demand for AI systems, and price increases are expected to continue for the time being.
A prediction by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
특히 AI 시스템에 탑재되는 SOCAMM 수요 확대에 따라 DRAM 제품 중 LPDDR의 공급 부족이 가장 심각한 수준이며, 가격 상승도 당분간 지속될 것으로 예상함
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