Morgan Stanley Forecasts DRAM Price Growth to Peak in Q4 2026

MS-2.89%
DRAM-6.40%
According to Morgan Stanley, DRAM (dynamic random-access memory) contract price growth is expected to peak in Q4 2026, with year-over-year growth declining significantly thereafter. The bank noted that sustained price increases comparable to the prior year's surge are unlikely to recur, and memory chip manufacturers' valuations are poised for repricing.
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