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Multiple Analysts Raise Q3 DRAM Price Expectations, Predicting 13-20% Gains

2026-07-23 02:07:17

DRAM-1.93%

MS1.01%

SKHY-3.86%

SKHYV-0.98%

According to multiple analysts, DRAM average selling prices (ASP) are expected to rise significantly in the third quarter. Counterpoint forecasts a quarter-on-quarter increase of approximately 20%, while TrendForce projects gains of 13-18% for traditional DRAM and 10-15% for NAND Flash; Morgan Stanley raised its PC DRAM forecast from 3-8% to 15-20%. SK Hynix management further reinforced expectations of prolonged memory supply shortages, with the CEO and chairman stating after the U.S. IPO that memory supply constraints could persist through the 2030s.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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