DRAM Outshines NAND: Structural Divergence in Memory Chip Market
tengyanAI · x · 2026-07-08
Analysts note that DRAM's supply-demand outlook is significantly stronger than NAND Flash's. Historically, NAND is more prone to oversupply cycles, while its demand elasticity triggers sharper price volatility. For investors in the AI compute supply chain, the structural divergence between DRAM (especially high-bandwidth memory like HBM) and NAND remains a critical signal to monitor.
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