ENG
Industry:
Semiconductors
Service:
Memory
Report Type:
Report
Time Period:
Other
Industry:
Semiconductors
Report Type:
Report
Service:
Memory
Time Period:
Other
The surge in DRAM prices may ease from the Q3 2026, but this stabilization is less a sign of supply-demand balance and more early warning of ecosystem extinction.
The memory shortage is no longer confined to smartphone makers or hyperscalers. The real brutality is unfolding in the whole supply chain.
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
