P Equity Research 📰(@pequityresearch):Expert takeaways on memory: > Q3'26 DRAM contract prices rose below expectations due to "budget ceiling" for data center customers after two quarters of 70-80% increases. > Negotiations on HBM4 with Nvidia have reportedly stalled over a near 100% price hike. > Samsung's LTAs with Google, Meta, AWS, Microsoft, and Oracle lock in about 70% of 2027 server DRAM capacity. > LTAs cannot eliminate the industry's cyclicality. > NAND pricing approaching $0.40/GB LTA ceiling by Q4'26, with ~54% of total NAND capacity being contract-locked. $SNDK $DRAM $MU

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参加 April 2023

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P Equity Research 📰@pequityresearch

2026.09.30 23:35

Expert takeaways on memory: > Q3'26 DRAM contract prices rose below expectations due to "budget ceiling" for data center customers after two quarters of 70-80% increases. > Negotiations on HBM4 with Nvidia have reportedly stalled over a near 100% price hike. > Samsung's LTAs with Google, Meta, AWS, Microsoft, and Oracle lock in about 70% of 2027 server DRAM capacity. > LTAs cannot eliminate the industry's cyclicality. > NAND pricing approaching $0.40/GB LTA ceiling by Q4'26, with ~54% of total NAND capacity being contract-locked. $SNDK $DRAM $MU