2026-07-03 11:45:24
UBS 上调 DRAM 价格预测,预计供应短缺将持续至 2028 年
According to UBS via BlockBeats, on July 3, the bank raised its DDR contract price benchmark for Q3 2026 to +32% quarter-on-quarter and Q4 2026 to +18%, up from prior forecasts of +17% and +12% respectively. UBS maintained its forecast that the DRAM industry will remain in supply shortage at least t