Macro_Lin
@LinQingV
Ex-quant & PM｜AI chip design｜Semis × Capital Markets｜Not Financial Advice
加入 February 2019
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存储，光互联是AI硬件的首推。
• Turning positive on DRAM sector after prior bearish notes on July 3.
• DRAM solid: We believe the US hyperscaler inventories low and likely to be lowered further. Blended DRAM px expected ~10% QoQ in 4Q26 (vs high-teens in 3Q26).
• NAND soft: High-teen QoQ pricing in 3Q26, then softening to low single-digit in 4Q26 on weaker mobile demand + elevated inventories.
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