#semi
semi
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$DRAM SUPPLY CRUNCH DEEPENS AS Q3 CONTRACT PRICES JUMP 13-18% 🔥
TrendForce confirms DRAM prices will rise +13-18% QoQ in Q3 2026 as supply shortage persists. NAND follows with +10-15% gains, though momentum is narrowing due to consumer slowdown and historically high base levels.
The key divergence lies in AI inference demand absorbing much of the NAND output — data center buildouts are backfilling weakness in consumer electronics. This structural imbalance keeps the market tilted in favor of producers, but contract limits suggest the top is near. How are you positioning for this supply-driven cycle?
Not financial advice. Always manage your risk.
#DRAM #SupplyShortage #AI #MemoryCycle #Semi
🔥
TrendForce confirms DRAM prices will rise +13-18% QoQ in Q3 2026 as supply shortage persists. NAND follows with +10-15% gains, though momentum is narrowing due to consumer slowdown and historically high base levels.
The key divergence lies in AI inference demand absorbing much of the NAND output — data center buildouts are backfilling weakness in consumer electronics. This structural imbalance keeps the market tilted in favor of producers, but contract limits suggest the top is near. How are you positioning for this supply-driven cycle?
Not financial advice. Always manage your risk.
#DRAM #SupplyShortage #AI #MemoryCycle #Semi
🔥
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