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Edgewater Research predicts soft storage demand in 2025, causing micron technology (MU.US) and western digital (WDC.US) to fall in response.
Edgewater Research analyst believes that the NAND demand forecasts for Original Equipment Manufacturers (OEMs) and Cloud Service Providers (CSPs) will continue to shrink, while datacenter NAND demand is expected to remain soft in 2025, with only a slight year-on-year increase.
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Western Digital Slips as Edgewater Sees Softer NAND/DRAM Outlook in 2025
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