UBS Securities: Expected DRAM prices to rise by over 40% and NAND prices to rise by over 30% next year

According to Securities Times, on August 27th, Yu Jia, the head of technology industry research at UBS Securities China, stated at the UBS Securities A-share seminar that the tight supply of DRAM will continue until at least the second quarter of 2028, and NAND will remain scarce until at least the fourth quarter of next year. It is expected that DRAM prices will rise by 40% or more year-on-year next year, and NAND prices will rise by more than 30%.