Nomura - Global Memory: An Unstoppable Race - The AI "Game of Chicken" and Memory Market Scenario Pr · @2030FY_X · TwKit

@2030FY_X

Core judgment: The AI compute race is a "game of chicken" that no one dares to quit, and the memory supercycle possesses high resilience; the supply and demand dynamics for 2027 are largely locked in,

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