The available history contains 144 observations from 2023-01-02 to 2026-10-20. These are recorded dates, not proof of the earliest available publication; missing intervals are not interpolated.
ChangXin Memory Technologies forecast RMB 265-270 billion of revenue for the first nine months of 2026, more than sevenfold higher year on year, but told shareholders that third-quarter net profit growth slowed to just 1-4% sequentially as DRAM price gains moderate.
Morgan Stanley lifted its fourth-quarter NAND contract forecast to +15-20% and enterprise SSD to +23-28%, as US cloud buyers switch from TLC plus HDD to QLC for AI inference caching while PC DRAM output is set to fall over 20%.
Barclays data show DDR4 contract prices up 24% in three months against 20% for DDR5, while 4Q26 DRAM contracts were revised to +10-15% and NAND to +15-20%, pushing global handset shipments down 20%.
Nanya Technology's third-quarter average selling prices rose more than 60% quarter on quarter with gross margin at 85.7%, while Samsung and SK hynix are developing AI-tuned NAND lines as enterprise SSD demand lifts profitability.
TrendForce projects conventional DRAM contract prices will rise 10-15% quarter on quarter in 4Q26 and NAND Flash 15-20%, with enterprise SSD the only category where price growth accelerates, while CXMT readies 4F2-based server DDR5 RDIMMs.
TrendForce projects conventional DRAM contract prices up 10-15% quarter on quarter and NAND Flash up 15-20% in 4Q26, with enterprise SSD the only category accelerating, while NVIDIA's NVHBM pushes Micron and Samsung toward foundry-made base dies.