Morgan Stanley analysts have characterized the recent sell-off in US memory stocks as a "healthy reset," dismissing it as a cycle inflection point. The firm anticipates that DRAM prices could increase by over 20%-30% quarter-on-quarter in Q3 2026. However, this projection pertains to specific channels and category metrics, rather than the official contract prices for server DRAM industry-wide.
Morgan Stanley Views US Memory Stock Sell-off as "Healthy Reset"
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