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Morgan Stanley expects storage price growth to peak in the fourth quarter this year

2026-07-16 21:20:48

Golden Finance reports that Morgan Stanley expects 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 sharply. In other words, it will be difficult for a situation like the one before—where prices rose fourfold in a single year—to happen again, and the valuations of storage companies (the expected price-to-book ratio over the next 12 months) need to be re-evaluated. (Golden Ten)

DRAM-11.19%

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