All articles tagged with #dram prices
Micron's stock surged over 10% after Bernstein analyst Mark Li raised his price target to $330, citing strong Q1 earnings with record revenue and margins, and optimistic forecasts for rising DRAM prices throughout 2026 driven by AI demand and data center growth.
DRAM prices are expected to peak around 2026 due to high demand driven by AI and supply constraints, with prices remaining high until at least 2027. The market is diverging into consumer and enterprise segments, with enterprise memory like HBM experiencing rapid growth and price premiums. Supply chain challenges and long lead times for capacity expansion mean that memory shortages and high prices are likely to persist for several years, benefiting memory vendors financially.