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.
836,36K Popularidade
211,59K Popularidade
70,43K Popularidade
1,39M Popularidade
945,03K Popularidade
114,51K Popularidade
1,03M Popularidade
328,02K Popularidade
604,93K Popularidade
237,88K Popularidade