Beth Kindig(@Beth_Kindig):Year-end pricing estimates for memory disagree by more than 25 points. Jefferies reportedly expects memory prices to rise 40-50% QoQ in Q3 and another 30-40% in Q4, while TrendForce estimates much lower growth at 13-18% QoQ for DRAM and 10-15% QoQ for NAND in Q3. https://t.co/lCWt8SPVt6 $MU $SKHY $SNDK

Beth Kindig

@Beth_Kindig

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Beth Kindig@Beth_Kindig

2026.09.28 15:30

Year-end pricing estimates for memory disagree by more than 25 points. Jefferies reportedly expects memory prices to rise 40-50% QoQ in Q3 and another 30-40% in Q4, while TrendForce estimates much lower growth at 13-18% QoQ for DRAM and 10-15% QoQ for NAND in Q3. $MU $SKHY $SNDK

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