Analyst flips bullish on DRAM: ~10% QoQ price hike seen in 4Q26, NAND softening
AccBalanced · x · 2026-09-08
A forwarded analyst note:
- DRAM stays solid: US hyperscaler inventories are low and likely to be drawn down further; blended DRAM pricing expected up 10% QoQ in 4Q26 (after high-teens in 3Q26). The author flips positive after a bearish July 3 note.
- NAND softening: high-teens QoQ price gains in 3Q26 fade to low single digits in 4Q26 on weaker mobile demand and elevated inventories.
A data-backed supply/demand read for anyone tracking memory prices and compute costs.
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