UBS doubles its DRAM price forecast as memory demand outpaces supply by 17 points through 2027

Investment bank UBS believes that there is plenty of room for DRAM prices to increase in the third quarter. In a note, the bank outlined that it expects the DRAM memory market to be constrained until the second quarter of 2028. UBS' coverage comes just as market research firm TrendForce outlined that the DRAM market will continue to face severe shortages in the third quarter. However, it added that the impact of high prices on the consumer market and a higher base effect can temper the rate of change in memory prices over the coming months. DDR Prices Expected To […]

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