Svmuu News: Morgan Stanley has released its latest outlook on the memory industry, forecasting that the year-over-year growth rate of DRAM contract prices will peak in the fourth quarter of 2026. The report notes that after the fourth quarter, the year-over-year increase in DRAM prices is likely to slow significantly, and the previous year’s fourfold surge in prices is unlikely to be repeated. The firm also mentioned that there is room for revaluation of the current price-to-book ratios of memory chip companies based on expectations for the next 12 months, and the sector’s valuation logic may undergo an adjustment.