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BofA Securities Raises Memory Chip Price Forecast: DRAM/NAND to See 20-30% QoQ Increase in Q3; Hyperscale Cloud Vendors Have Locked in Higher Prices for Q1 Next Year
Bank of America Securities analyst Simon Woo noted in his latest research report that channel checks confirm DRAM average selling prices (ASPs) will rise by 20-30% quarter-over-quarter in Q3 2026, with NAND prices increasing by over 15%. Given the persistent memory supply shortage and intensified competition among OEMs/tech companies to secure inventory, hyperscale cloud vendors have pre-signed contracts to lock in higher DRAM prices for Q1 2027. Bank of America raised its DRAM ASP forecast for 2027-2028 by 8-12% and NAND by 2-3%. It also projects the global memory market size will be revised upwards from $1.8 trillion to $2.0 trillion by 2030, with a compound annual growth rate (CAGR) of 21% for DRAM+NAND sales from 2027-2030.
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Source：华尔街见闻 · Source Link
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