Goldman Sachs released its latest storage price tracking report on September 1, saying that the average sales price trend of DRAM and NAND in the third quarter of 2026 is basically in line with previous expectations. The overall trend of memory chips is still on the upward path, so it continues to give South Korea's storage duo — Samsung Electronics and SK Hynix — a “buy” rating. This round of storage price increases have shown obvious structural characteristics: PC and server DRAM continue to maintain strong price momentum, while mobile phone storage demand is being dragged down by rising inventories. However, suppliers continue to prioritize limited production capacity for server DRAM and high-bandwidth memory, which is limiting the growth of traditional storage supply, which is also an important factor supporting the 2027 price.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.