Executive Summary
DRAM prices have doubled to tripled over the past quarter, creating a 200 basis point gross margin headwind for Cisco next quarter that represents a structural shift rather than temporary disruption. Wu Junho, Bloomberg's senior hardware networking analyst, confirms this affects the entire hardware ecosystem - Dell, HPE, and any DRAM-heavy server manufacturers face identical pressures. Memory manufacturers, burned by COVID overcapacity, remain hesitant to build new fabs despite AI-driven demand ...
Key Investment Opportunity
Hardware Infrastructure Reset
Memory shortage validates AI infrastructure demand while creating temporary margin compression for established players with pricing power
...and 1 more investment opportunities
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