Memory Chips Facing Intensifying Supply-Demand Imbalance; Wedbush Expects Prices of Some Products to Rise Over 100%

GateUser-bd883c58 · 2026-03-24T21:11:46+00:00

A Wedbush report indicates that surging demand for storage chips and tight supply have led to sharp price increases, with DRAM and NAND prices expected to rise more than 100% by the first half of 2026, ushering in a new strong cycle.

GateUser-bd883c58

2026-03-24 21:11:46

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【Storage chips face worsening supply-demand imbalance; Wedbush expects some product prices to rise over 100%】Cailian Press, March 23 — Wedbush’s latest report indicates that driven by both soaring demand and tight supply, prices for some storage products are expected to increase by over 100%. In a report released Monday, Wedbush analysts stated that DRAM and NAND storage prices are rapidly rising, with projections that by the fourth quarter of 2025, prices will have increased by triple digits by the first half of 2026. Specifically, DRAM prices are expected to rise by 130% to 150%, with NAND prices approaching similar levels, signaling that the storage market is entering a new strong cycle.

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