UBS Menaikkan Prakiraan Harga DRAM, Memprediksi Kekurangan Pasokan Berlanjut hingga 2028

DRAM-1,55%

According to UBS via BlockBeats, on July 3, the bank raised its DDR contract price benchmark for Q3 2026 to +32% quarter-on-quarter and Q4 2026 to +18%, up from prior forecasts of +17% and +12% respectively. UBS maintained its forecast that the DRAM industry will remain in supply shortage at least through 2028, with the gap between demand and supply growth expected to widen to 17% by 2027.

For NAND, UBS forecasts Q3 2026 prices at +30% quarter-on-quarter and Q4 2026 at +12%, with the upward cycle expected to continue through at least Q4 2027.

Penafian: Informasi di halaman ini mungkin berasal dari sumber pihak ketiga dan hanya untuk referensi. Ini tidak mewakili pandangan atau pendapat Gate dan bukan merupakan nasihat keuangan, investasi, atau hukum. Perdagangan aset virtual melibatkan risiko tinggi. Mohon jangan hanya mengandalkan informasi di halaman ini saat membuat keputusan. Untuk detailnya, lihat Penafian.
Komentar
0/400
Tidak ada komentar