Bernstein's monthly storage report indicates the current memory bull market is expected to last until 2027, though the rapid price surge phase has passed. Q2 DRAM prices rose 74% quarter-over-quarter, with Server and Mobile DRAM up over 60% and nearly 80% respectively. Q3 DRAM growth is expected to slow to 13%-18% as consumer electronics demand weakens. NAND shows divergent trends — wafer prices softening but mobile and SSD contract prices up 60%. Long-term orders from AI cloud providers are the key cyclical driver. The bank maintains positive ratings on Samsung, SK Hynix, Micron, and SanDisk, while remaining cautious on Kioxia.

Falcon_Official

2h ago

Bernstein Extends the Memory Market Outlook
Wall Street investment bank Bernstein has released its latest global storage industry report with a clear conclusion: the semiconductor memory bull market is far from over. According to the firm's analysis, the current upcycle is expected to continue through at least 2027, contradicting the view that memory stocks have already reached their peak after the remarkable gains recorded during the first half of 2026.
DRAM and NAND Prices Continue Accelerating
The report highlights continued strength across every major memory segment. DRAM contract prices m

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HighAmbition

9h ago

#BernsteinSaysMemoryBullMarketToLastUntil2027
The memory chip sector is experiencing structural transformation unlike any previous cycle. High Bandwidth Memory pricing is forecast to increase from sixteen point six dollars per gigabyte currently to thirty seven dollars per gigabyte by 2027, representing one hundred twenty two point eight nine percent appreciation. This projection is based on massive orders from hyperscale technology companies including Microsoft, Google, and Amazon, which are purchasing AI infrastructure by the thousands of units.
A single Nvidia Vera Rubin NVL72 rack contain

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BeautifulDay

3h ago

#BernsteinSaysMemoryBullMarketToLastUntil2027
Bernstein believes the global memory chip industry is entering a multi-year bull market that could extend through 2027, driven by explosive demand for artificial intelligence infrastructure. As hyperscale companies continue investing billions into AI data centers, memory has become one of the most critical components powering next-generation computing.
High Bandwidth Memory (HBM), which plays a vital role in AI accelerators, is expected to experience strong pricing growth over the coming years as demand continues to outpace supply. Cloud leaders s

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User_any

8h ago

#BernsteinSaysMemoryBullMarketToLastUntil2027
Bernstein has become one of the most bullish voices on the memory chip cycle, and the firm's core view is that this rally has genuine staying power rather than being a short-lived spike. Analyst Mark Li's models have memory prices staying strong through calendar year 2027, with any normalization not beginning until the second half of 2027 and extending into 2028, and in the firm's most recent updates that peak has been pushed out further still, with Li now expecting the cycle to peak in mid-2027 followed by a gentle descent rather than a sharp cor

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AylaShinex

10h ago

#BernsteinSaysMemoryBullMarketToLastUntil2027 🚀 #BernsteinSaysMemoryBullMarketToLastUntil2027 | AI Continues to Drive the Memory Chip Supercycle 💾
The AI revolution is reshaping the semiconductor industry, and analysts at Bernstein believe the memory chip bull market could extend through 2027, supported by accelerating demand for High Bandwidth Memory (HBM), AI servers, and next-generation data centers.
📊 Key Highlights
💾 AI Demand Remains Strong – Rapid growth in generative AI continues to increase demand for advanced memory solutions.
📈 Long-Term Growth Outlook – Bernstein projects the

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DragonFlyOfficial

4h ago

#BernsteinSaysMemoryBullMarketToLastUntil2027
BernsteinSaysMemoryBullMarketToLastUntil2027
The AI revolution isn't just about GPUs. Memory is becoming one of the biggest winners.
According to Bernstein, the memory bull market could continue until 2027, supported by long-term demand from AI cloud providers. While the explosive price rally may be slowing, the overall cycle remains positive.
Key highlights:
Q2 DRAM prices surged 74% quarter-over-quarter.
Server DRAM and Mobile DRAM both posted exceptional gains.
Q3 DRAM price growth is expected to moderate to around 13%–18% as consumer electroni

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Yusfirah

06-23 12:28

ThisIsTranslateContent:2026-06-23 11:13:50

#0成本拿2股SK海力士 To help new users smoothly start spot stock trading, Gate has launched an exclusive stock benefits event for the semiconductor sector. Eligible users who purchase any stock in the Gate stock sector can enjoy shared rewards from the fractional stock prize pool, exclusive benefits for new users, and trading volume-based stock airdrops, with low barriers to entry for two major semiconductor leaders.
Applicable targets: Limited to Gate stock sector
Gift form: Equivalent fractional stocks (gifting fractional stocks of the same target, which can be held or sold)
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Web: 【Stocks】 - 【】
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The v8.25.0 app update has not yet officially launched on iOS and Android stores, please be patient.
Benefit 1 | Sign up to share an equivalent 3,400 USDT fractional stock prize pool
During the event, regardless of registration time, users who have not traded stocks before and participate in the event, the first 2,000 users to complete registration will qualify to share the SK Hynix equivalent of 3,400 USDT fractional stock prize pool.
Benefit 2 | Exclusive for first-time users, share $17,000 SK Hynix stocks
During the event, regardless of registration time, users whose first participation in Gate stock sector SK Hynix and Samsung Electronics trading volume reaches 500 USDT will receive SK Hynix rewards valued between 5 and 17 USDT. The total prize pool is 17,000 USDT worth of SK Hynix, first come, first served.
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During the event, every accumulated trading volume of 10,000 USDT in SK Hynix, Samsung Electronics stocks, or any other stocks will earn a random SK Hynix airdrop of 0.01 – 0.5 shares; each user can receive up to 2 SK Hynix shares (about 3,400 USDT). The total prize pool is 200 shares, awarded on a first-come, first-served basis based on trading volume.

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Surrealist5N1K

06-23 11:20

ThisIsTranslateContent:2026-06-23 11:13:50

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PolitelyDeclinedYiMengling

7h ago

US stocks plunge, institutions dumping? Don’t panic—here’s a breakdown of what Wall Street and the crypto space are really playing at lately!
Anyone checking the markets over the past couple of days is probably a bit confused. The script for US stocks and crypto is wilder than a roller coaster. Let’s break down, in plain English, what’s really driving this market and what ordinary people should watch out for.
Starting with US stocks, the big shots on Wall Street have been shouting “the bull market is still here.” True, AI and chip stocks went on a massive rally not long ago. But just when ever

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SunshineCollector:

Strategy's move is indeed confusing—hastily issuing dividends without even maintaining the cost basis of holdings. Are institutions also starting to lack cash flow?

CoinRelyOnUniversal

3h ago

Bernstein bullish on storage through 2027: What sustains this bull run? The answer lies in the AI data flood!
If AI is compared to a high-speed train, then storage is the track carrying data.
Bernstein recently stated that the global storage chip boom is expected to continue until 2027, a view that quickly sparked market discussion. Many are concerned whether this bull run is short-term speculation or a genuine reflection of industry trends.
The answer may lie in the data itself.
Nowadays, large model training generates massive amounts of data every day, with new applications such as video gen

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