
AI长协锁死内存消费市场难回低价
Micron、三星、SK 海力士把 50–70% 产能锁进 3–5 年长协,消费级内存过去那种涨跌循环可能就此消失。
The skinny
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Micron、三星、SK 海力士把 50–70% 产能锁进 3–5 年长协,消费级内存过去那种涨跌循环可能就此消失。
The skinny isn't ready yet — notes appear once the transcript is processed.