Woofun AI reports that Citrini analyst jukan stated it is highly irrational to extrapolate conditions from isolated channels to the entire market. He noted that some OEMs placed duplicate orders with distributors and brokers for the same project due to extended lead times, a practice that persists even as major DRAM manufacturers attempt to eliminate overbooking.

Additionally, jukan shared Lynx's survey findings indicating Meta is willing to purchase memory and flash storage at spot prices. Unlike Apple, Meta is not expected to complain about high prices, as price increases have already been factored into its capital expenditure plans.