30 September 2026 | 11:49PM SGT Equity Research South Korea Tech: Memory Pricing Tracker: September 2026: 4Q26 DRAM/NAND ASP forecast overall higher than GSe TrendForce expects 4Q26 DRAM ASP for PC/server/mobile to increase by +13-18%/+10-15%/+0-5% qoq, while forecasts NAND ASP to grow 15-20% qoq during the same period. TrendForce estimates are higher than GSe for PC DRAM, server DRAM, and NAND, while inline for mobile DRAM. We reiterate our Buy ratings on SEC (on CL) and Hynix. PC DRAM: 4Q26 pricing foreca ...