Knockouttrader(@knockouttrader):From yesterday: Rosenblatt Securities staying very bullish on the DRAM cycle RBL says mobile DRAM prices continue rising sharply as AI-driven demand keeps outpacing supply. - DRAM supply expected to remain tight through 2027 - Mobile DRAM contract prices jumped ~75% QoQ in Q2 after a huge Q1 increase - AI servers and hyperscaler demand continue pulling more DRAM/HBM supply toward the datacenter market - Server DRAM + HBM expected to reach ~60% of the DRAM market by 2028 - Rosenblatt believes OEMs will keep prioritizing pricing discipline and profitability over chasing volume

2026.05.19 09:29

From yesterday: Rosenblatt Securities staying very bullish on the DRAM cycle RBL says mobile DRAM prices continue rising sharply as AI-driven demand keeps outpacing supply. - DRAM supply expected to remain tight through 2027 - Mobile DRAM contract prices jumped ~75% QoQ in Q2 after a huge Q1 increase - AI servers and hyperscaler demand continue pulling more DRAM/HBM supply toward the datacenter market - Server DRAM + HBM expected to reach ~60% of the DRAM market by 2028 - Rosenblatt believes OEMs will keep prioritizing pricing discipline and profitability over chasing volume