Storage Chip Prices Surge, Impacting PC and Server Manufacturers! Morgan Stanley: A 10% Increase Could Reduce OEM Margins by 45-150 Basis Points
An unprecedented “super cycle” of storage chips is sweeping through the global technology hardware industry, casting a shadow over the profit outlook for personal computer (PC) and server manufacturers. According to reports from Wind Trading Desk, Morgan Stanley warned in a report released on November 16 that the uncontrolled surge in storage chip prices will … Read more