Pressure from rising memory prices is beginning to trickle down, with Dell Technologies reportedly set to increase pricing across its commercial PC portfolio next week.

①The latest information shows that, driven by the soaring prices of DRAM and NAND due to AI industry demand, Dell will raise the prices of commercial PCs and laptops starting from December 17; ②The increase depends on the specifications of memory chips, with a range roughly between 10% and 30%.

cls.cn02:25

The strongest memory upcycle in history? UBS Group forecasts a 35% quarterly increase for DDR, with NAND shortages persisting at least until Q3 of next year.

According to UBS Group data, the storage industry is facing an unprecedented supply-demand imbalance. In terms of DRAM, the supply shortage is expected to persist until the first quarter of 2027, with DDR demand growing by 20.7%, far exceeding supply growth. The NAND shortage is anticipated to continue until the third quarter of 2026. UBS Group forecasts that DDR contract prices will increase by 35% quarter-on-quarter in Q4, while NAND prices will rise by 20%. This round of price increases significantly surpasses previous expectations.

wallstreetcnDec 11 13:58

Express News | U.S. storage-related stocks fell collectively, with SanDisk Corp dropping more than 3%, and Western Digital, Micron Technology, and Seagate Technology all following the decline.

BreakingsDec 9 22:40

5 Stock Picks Last Week From Wall Street's Most Accurate Analysts

BenzingaDec 8 20:31

Triple supercycle! Nomura: Explosive demand for DRAM, NAND, and HBM expected next year, potentially doubling the memory market.

Nomura Securities believes that the global memory industry is entering a 'triple supercycle' for DRAM, NAND, and HBM. With synchronized recovery in investments for AI servers and general-purpose servers, the market size could surge to USD 445 billion by 2026, nearly doubling year-over-year. The ramp-up of HBM4 production, a potential doubling of eSSD demand, combined with shortages of cleanroom facilities constraining capacity expansion, are driving DRAM and NAND prices and profit margins to historic highs.

wallstreetcnDec 8 19:45

Cathie Wood's Weekly Recap: Heads Turn to AI, Biotech; Sells Communication Names

Seeking AlphaDec 8 18:22