MasterCornholio2h ago(Edited 2h ago)
“Yasuda-san also mentions that supply and demand of components by DRAM is expected to be tight, but he doesn’t think that it’ll be a big problem.”
I’m not sure if he’s basing this off the Bloomberg article but then again it contradicts what Bloomberg was saying in some ways. But then again he’s an analyst so he’s probably making his predictions based on what’s going to happen at the end of the year.
Very interesting analysis to say the least.
