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   Key Takeaways From Our Visits To Japan/Taiwan  2019-01-04
DRAM contract prices to slide until 2Q19; Cascade and edge computing will save server DRAM We visited major IT hardware (H/W) companies in Japan and Taiwan from November 26 to 30 to address the key topics of interest in the IT H/W sector. What we learned from our visits are as follows: 1) …

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