Investing.com – DRAM and NAND contract prices rose modestly month-over-month and continue to signal a major price increase for the second quarter of 2026, according to Bernstein.
Server demand continued to absorb incremental supply allocated by suppliers. Demand destruction in the consumer segment has been more limited than feared due to pulled-forward purchases, the firm said.
Spot prices also appeared to be stabilizing. Bernstein still believes demand destruction in the consumer segment will eventually happen and the pace of price increases should narrow notably into the third quarter of 2026.
Long-term agreements can reduce the impact of a correction, and the firm expects more clarity on these agreements as more are signed. Bernstein models memory prices to gradually peak and begin to normalize from the second half of 2027 into 2028.
The firm noted that both DRAM and NAND contract prices showed mild month-over-month gains while spot prices stabilized.
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