中文翻译
“级联瓶颈”的概念简直太酷了。由于DDR4供应冲击和成本问题：许多原始设计制造商(ODM)正在从DDR4向下重新设计至DDR3，再至DDR2。但即使是像华邦电子($WIN)这样的老牌厂商也在退出DDR2市场。这使得瓶颈问题更加恶化。
· 供应链分析
DDR4短缺引发ODM降级设计，老厂退出加剧级联瓶颈。
涉及标的： $WIN
英文原文
The concept of “cascading bottlenecks” is just super cool. Because of DDR4 supply shocks and costs: Lot of ODMs are redesigning downward from DDR4 -> DDR3 -> DDR2. But even the legacy players themselves like Winbond are withdrawing from DDR2. Making the bottleneck even worse