According to reports, ADP recently stated at a French conference that, driven by the three favorable factors of increased demand, higher prices, and stable supply, it is expected that the third quarter will operate better than the second quarter, and further expand the operating results for the whole year. The company is optimistic that DRAM and NAND Flash prices from the fourth quarter to the first half of 2027 are expected to maintain an upward trend. Currently, supply in the storage market continues to be tight, and DRAM supply is expected to be tighter in 2027 than in 2026. As PC and server platforms continue to be upgraded, DDR5 has become mainstream in the market, and in the long run, DDR5 will be more scarce than DDR4.

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