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TechFlow news, July 20, Morgan Stanley analysts described the recent sell-off in US memory stocks as a "healthy reset" and believe this is not a turning point in the memory cycle. Morgan Stanley expects DRAM prices in Q3 2026 could still rise quarter-on-quarter by more than 20%-30%. This judgment refers to specific channels and category metrics and cannot be simply equated to the official contract prices for server DRAM across the entire industry.
Morgan Stanley analysts referred to the recent sell-off in US memory stocks as a "healthy reset" and believe this is not a turning point in the memory cycle. Morgan Stanley expects DRAM prices in Q3 2026 could still rise quarter-on-quarter by over 20%-30%. This assessment refers to specific channels and category metrics and cannot be simply equated to the official contract prices for server DRAM across the entire industry.
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