Goldman's June survey shows DDR5 spot prices climbing sharply since May 1, and JPM's DRAM analysis has demand outpacing supply well into 2027, with 32.5% demand growth forecast for 2026 and 34.4% for 2027. The antitrust headlines floating around are noise. The lasting takeaway is higher DRAM pricing ahead, and the memory names we're running should benefit.
Aggregated and distilled by Two Sentence Traders. Not financial advice.