TrendForce — DRAM pricing meets the affordability test

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TrendForce — DRAM pricing meets the affordability test

· TrendForce

Source: View source · TrendForce · web

Why it's worth your time

September 7: Low supplier inventory is supportive, but affordability pressure and slower expected contract-price growth make customer consumption the next test. This is an industry forecast, not a realized negative quarter or HBM cancellation.