Morgan Stanley expects the growth rate of storage prices to peak in this year’s Q4.

Mars Finance news: On July 16, Morgan Stanley expected the growth rate of DRAM contract prices to peak in the fourth quarter of 2026, after which the year-over-year growth rate may drop significantly. It would be difficult for a situation like the one in the previous year where prices rose by four times to happen again, and the valuations of storage companies (forward 12-month expected price-to-book ratio) need to be reassessed.
DRAM-9.13%
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