DRAM情绪指标：传统存储与HBM价格预期基本完成重置，开始恢复 DRAM Sentiment Indicator_ Sep. 2026_ Conventional memory and HBM ASP expectations largely reset and starting to recover
2026-10-21 18:37

Equity Research 30 September 2026 | 11:46PM SGT GS DRAM Sentiment Indicator: Sep. 2026: Conventional memory and HBM ASP expectations largely reset and starting to recover Our DRAM sentiment indicator for September 2026 is pointing in a moderately positive direction (same as August). Notable highlights include: 1) DDR5/DDR4 pricing continued its upward trend in September, 2) Taiwan Tech companies overall posted solid yoy growth with server ODM monthly revenue reaching record high growth rate at +130% yoy, an ...

DRAM情绪指标：传统存储与HBM价格预期基本完成重置，开始恢复 DRAM Sentiment Indicator_ Sep. 2026_ Conventional memory and HBM ASP expectations largely reset and starting to recover - Reportify