BERNSTEIN SEES FURTHER MEMORY PRICE SURGE IN Q2 2026 Mark Li of Bernstein says DRAM and NAND prices are set for another sharp increase in Q…
BERNSTEIN SEES FURTHER MEMORY PRICE SURGE IN Q2 2026
Mark Li of Bernstein says DRAM and NAND prices are set for another sharp increase in Q2 2026, driven by strong server and storage demand.
Supply remains tight, but higher spot prices are starting to weaken consumer demand, forcing some buyers to cut orders. Price gains are expected to slow in Q3 as focus shifts to long-term contracts.
Bernstein still sees memory prices staying strong into 2027 before gradually normalizing from late 2027 into 2028.
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