Paradis(@ParadisLabs):J.P. Morgan expects a continued expansion of the global memory market in 2027. Driven by growth in both DRAM and NAND markets, with higher supply and ASPs forecasted across the board. Note - I would ignore 2028 numbers. It's too far away to model out demand, supply, and resultant ASPs imo. $DRAM

Paradis

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参加 March 2026

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Paradis@ParadisLabs

2026.08.20 08:47

J.P. Morgan expects a continued expansion of the global memory market in 2027. Driven by growth in both DRAM and NAND markets, with higher supply and ASPs forecasted across the board. Note - I would ignore 2028 numbers. It's too far away to model out demand, supply, and resultant ASPs imo. $DRAM