Since memory modules are the last parts needed in a build, customers are pivoting from buffering stock and resorting to just-in-time to avoid overstock of parts they don’t need. This has resulted in the downward trend in demand in back-to-back quarters, which then reflects in the erosion of the overall pricing of memory modules.
Since memory modules are the last parts needed in a build, customers are pivoting from buffering stock and resorting to just-in-time to avoid overstock of parts they don’t need. This has resulted in the downward trend in demand in back-to-back quarters, which then reflects in the erosion of the overall pricing of memory modules.