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Citi: Memory market winter is coming, oversupply problem will continue until 2026
Jinshi data on September 19th, Morgan Stanley's latest report bluntly stated that the storage market is facing a 'cold winter,' and the DRAM market is expected to reverse downward as early as the fourth quarter from the cyclical peak, beginning to face supply pressure, not only the next market conditions (orders, prices) will be more challenging, but the supply-demand imbalance will continue until 2026.