Long-Term Agreement (LTA)
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全球存储：行业周期仍处高位，但需警惕中国厂商带来的长期竞争威胁-Global Memory Cycle is still elevated, but beware of the long-term threat from China
2026-10-21 18:37
29 September 2026 Estimate Change Global Memory Global Memory: Cycle is still elevated, but beware of the long- term threat from China Mark Li +852 2123 2645 mark.li@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Edward Hou, CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Viola Chen +1 917 344 8614 viola.chen@bernsteinsg.com We update our memory & industry models (models for HBM, DRAM, NAND, Samsung, SK hynix, Micron, Sandisk ...
