Key insights
- Gartner projects substantial growth in the memory sector, forecasting a tripling of memory revenue and a 125% increase in DRAM prices by 2026. This is driven by a projected storage crisis extending into 2027. Banks and hedge funds are reportedly repricing DRAM companies, suggesting a bullish outlook for the sector. This positive forecast could boost US-listed semiconductor companies involved in memory production.
Thoughts on this?
Gartner estimates that memory revenue to increase by three folds in 2026, DRAM Prices to Increase by 125% in 2026, and Storage Crisis to Extend into 2027. Banks and hedge funds across the globe re-pricing DRAM companies.
I still don't understand those who are bearish on memory sector.