MojoTrick(@MojoTricks):Memory prices keep climbing. DRAM: +8.0% MoM in August → Q4 forecast +17.5% NAND: +5.0% MoM in August → Q4 forecast +16.0% AI-driven demand continues to tighten supply, with HBM crowding out conventional capacity. Structural shortage still intact. #Memory #DRAM #NAND #AI #Semiconductors

MojoTrick

@MojoTricks

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参加 January 2022

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MojoTrick@MojoTricks

2026.10.17 07:57

Memory prices keep climbing. DRAM: +8.0% MoM in August → Q4 forecast +17.5% NAND: +5.0% MoM in August → Q4 forecast +16.0% AI-driven demand continues to tighten supply, with HBM crowding out conventional capacity. Structural shortage still intact. #Memory# #DRAM# #NAND# #AI# #Semiconductors#