DRAM Pricing & Supply Tightness
Key Questions
What price increases are forecasted for DRAM in Q3?
Morgan Stanley predicts a 25% price hike for Q3 amid ongoing shortages expected through 2028. ADATA's chairman forecasts a 20-30% Q3 increase and a potential 10-year shortage period.
How is the DRAM supply situation affecting different memory types?
Commodity DDR5 prices are easing in China spot markets, but HBM demand continues to dominate supply. This contributes to broader chipflation spreading into displays and confirming a supercycle.
What effect have DRAM price hikes had on PC shipments?
PC shipments declined 4% due to the rising memory costs. The situation underscores tightening supply across the semiconductor market.
Morgan Stanley forecasts 25% Q3 price hike, shortage through 2028. ADATA chairman predicts 10-year shortage with 20-30% Q3 hike. Commodity DDR5 easing in China spot but HBM dominates. Chipflation spreading to displays confirms supercycle breadth. PC shipments down 4% due to price hikes.