Semiconductor & Memory Manufacturing
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全球存储月报（9月）：三季度价格环比上涨约20%，四季度或再涨百分之十几-Global Memory MEMORY TRACKER (Sep)_ ~20% price hike QoQ,in 3Q, & perhaps teens% in 4Q
2026-10-21 18:37
纪要 关注公众亏:水木纪要 6 October 2026 Global Memorv MEMORY TRACKER (Sep): ~20% price hike QoQ,in 3Q, & perhaps teens% in 4Q Mark Li +852 2123 2645 mark.li@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Edward Hou. CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai. CFA +852 2123 266 vipin.cai@be This monthly tracker (download dataset here) summarizes contract/spot price data released by TrendForce/DRAMeXchange & compares that with our model & investor expectations. DRAM: Sep contract ...
