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DRAM契約価格は第1四半期90%増から第3四半期13〜18%増へ減速。ただし供給改善が理由ではありません。
HBMへのウエハー配分、アップル3199ドルの背景、長期契約による価格の分断まで、AI投資が消費者の値札に乗る経路を解説します。
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