Bernstein's monthly storage report indicates the current memory bull market is expected to last until 2027, though the rapid price surge phase has passed. Q2 DRAM prices rose 74% quarter-over-quarter, with Server and Mobile DRAM up over 60% and nearly 80% respectively. Q3 DRAM growth is expected to slow to 13%-18% as consumer electronics demand weakens. NAND shows divergent trends — wafer prices softening but mobile and SSD contract prices up 60%. Long-term orders from AI cloud providers are the key cyclical driver. The bank maintains positive ratings on Samsung, SK Hynix, Micron, and SanDisk, while remaining cautious on Kioxia.

HighAmbition

5h ago

#BernsteinSaysMemoryBullMarketToLastUntil2027
The memory chip sector is experiencing structural transformation unlike any previous cycle. High Bandwidth Memory pricing is forecast to increase from sixteen point six dollars per gigabyte currently to thirty seven dollars per gigabyte by 2027, representing one hundred twenty two point eight nine percent appreciation. This projection is based on massive orders from hyperscale technology companies including Microsoft, Google, and Amazon, which are purchasing AI infrastructure by the thousands of units.
A single Nvidia Vera Rubin NVL72 rack contain

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GateUser-5caa169c:

To The Moon 🌕

User_any

4h ago

#BernsteinSaysMemoryBullMarketToLastUntil2027
Bernstein has become one of the most bullish voices on the memory chip cycle, and the firm's core view is that this rally has genuine staying power rather than being a short-lived spike. Analyst Mark Li's models have memory prices staying strong through calendar year 2027, with any normalization not beginning until the second half of 2027 and extending into 2028, and in the firm's most recent updates that peak has been pushed out further still, with Li now expecting the cycle to peak in mid-2027 followed by a gentle descent rather than a sharp cor

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SmallReadingBoard:

2026 GOGOGO 👊

AylaShinex

6h ago

#BernsteinSaysMemoryBullMarketToLastUntil2027 🚀 #BernsteinSaysMemoryBullMarketToLastUntil2027 | AI Continues to Drive the Memory Chip Supercycle 💾
The AI revolution is reshaping the semiconductor industry, and analysts at Bernstein believe the memory chip bull market could extend through 2027, supported by accelerating demand for High Bandwidth Memory (HBM), AI servers, and next-generation data centers.
📊 Key Highlights
💾 AI Demand Remains Strong – Rapid growth in generative AI continues to increase demand for advanced memory solutions.
📈 Long-Term Growth Outlook – Bernstein projects the

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Venüs_:

2026 GOGOGO 👊

DragonFlyOfficial

26m ago

#BernsteinSaysMemoryBullMarketToLastUntil2027
BernsteinSaysMemoryBullMarketToLastUntil2027
The AI revolution isn't just about GPUs. Memory is becoming one of the biggest winners.
According to Bernstein, the memory bull market could continue until 2027, supported by long-term demand from AI cloud providers. While the explosive price rally may be slowing, the overall cycle remains positive.
Key highlights:
Q2 DRAM prices surged 74% quarter-over-quarter.
Server DRAM and Mobile DRAM both posted exceptional gains.
Q3 DRAM price growth is expected to moderate to around 13%–18% as consumer electroni

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HighAmbition:

thank you for information about crypto market

Yusfirah

06-23 12:28

ThisIsTranslateContent:2026-06-23 11:13:50

#0成本拿2股SK海力士 To help new users smoothly start spot stock trading, Gate has launched an exclusive stock benefits event for the semiconductor sector. Eligible users who purchase any stock in the Gate stock sector can enjoy shared rewards from the fractional stock prize pool, exclusive benefits for new users, and trading volume-based stock airdrops, with low barriers to entry for two major semiconductor leaders.
Applicable targets: Limited to Gate stock sector
Gift form: Equivalent fractional stocks (gifting fractional stocks of the same target, which can be held or sold)
How to participate in stock trading?
Web: 【Stocks】 - 【】
App: 【】 - 【Stocks】 - 【Market】 - 【Korean Stocks】 (requires update to v8.25.0 or above)
The v8.25.0 app update has not yet officially launched on iOS and Android stores, please be patient.
Benefit 1 | Sign up to share an equivalent 3,400 USDT fractional stock prize pool
During the event, regardless of registration time, users who have not traded stocks before and participate in the event, the first 2,000 users to complete registration will qualify to share the SK Hynix equivalent of 3,400 USDT fractional stock prize pool.
Benefit 2 | Exclusive for first-time users, share $17,000 SK Hynix stocks
During the event, regardless of registration time, users whose first participation in Gate stock sector SK Hynix and Samsung Electronics trading volume reaches 500 USDT will receive SK Hynix rewards valued between 5 and 17 USDT. The total prize pool is 17,000 USDT worth of SK Hynix, first come, first served.
Benefit 3 | Buy stocks to get stocks, up to 2 SK Hynix stocks
During the event, every accumulated trading volume of 10,000 USDT in SK Hynix, Samsung Electronics stocks, or any other stocks will earn a random SK Hynix airdrop of 0.01 – 0.5 shares; each user can receive up to 2 SK Hynix shares (about 3,400 USDT). The total prize pool is 200 shares, awarded on a first-come, first-served basis based on trading volume.

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HighAmbition:

To The Moon 🌕

Surrealist5N1K

06-23 11:20

ThisIsTranslateContent:2026-06-23 11:13:50

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Yusfirah:

Ape In 🚀

PolitelyDeclinedYiMengling

3h ago

US stocks plunge, institutions dumping? Don’t panic—here’s a breakdown of what Wall Street and the crypto space are really playing at lately!
Anyone checking the markets over the past couple of days is probably a bit confused. The script for US stocks and crypto is wilder than a roller coaster. Let’s break down, in plain English, what’s really driving this market and what ordinary people should watch out for.
Starting with US stocks, the big shots on Wall Street have been shouting “the bull market is still here.” True, AI and chip stocks went on a massive rally not long ago. But just when ever

BTC0.79%

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SunshineCollector:

Strategy's move is indeed confusing—hastily issuing dividends without even maintaining the cost basis of holdings. Are institutions also starting to lack cash flow?

ZhongLing

1h ago

The biggest advantage of US stocks is:
If you’re bullish on a sector but don’t know which securities to buy, you don’t have to buy “individual stocks”—you can buy an “ETF.” An ETF is a packaged basket of securities from a sector. If you’re bullish on the “storage sector,” you can buy the storage sector ETF: DRAM.
DRAM includes: Samsung, Micron, SK Hynix, SanDisk, Western Digital, Seagate, Toshiba.
It covers almost all high-quality memory sector securities in one go—you can bundle all these memory sector targets at once!
Next are several ETFs of promising future sectors from our investment rese

BTC0.79%

ETH0.23%

SOL0.12%

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Whale:

Go for it 👊

ThisIsTranslateContent:

4h ago

#伯恩斯坦称存储牛市可持续至2027年 Bernstein: Storage Bull Market Sustainable Through 2027, High-Speed Price Rises Over
Wall Street investment bank Bernstein released its monthly storage industry report, stating that the current storage bull market is expected to continue until 2027, but the phase of rapid price increases has already passed.
Data shows that in Q2, DRAM average prices surged 74% quarter-over-quarter, with strong support from server and mobile demand. Server DRAM and Mobile DRAM rose over 60% and close to 80% respectively; server DDR5 supply is tight in the spot market.
The institution predict

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LittleGodOfWealthPlutus:

Wishing you great wealth in the Year of the Horse!

Self-ReflectingOnMyBtc

19h ago

July 10 SK Hynix ADR listed on Nasdaq: Three trend scenarios and what to do if trapped in Micron/SanDisk
First, the conclusion: I believe that on July 10, the day of the SK Hynix ADR listing, the most likely trend is 'rise first → correction → rise again', with a probability of about 65%. The remaining 35% is split between 'direct surge' and 'direct drop'. Let me explain why.
Core logic: valuation gap + capital siphoning
SK Hynix currently has a forward P/E ratio of 6.2x, Micron 7x (once above 11x before June 22), SanDisk 10.1x. Price-to-sales ratio: SK Hynix 3.6x, Micron 4.6x. Among the three

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