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Bernstein sees further memory price surge in Q2 '26, with DRAM and NAND prices are set for another sharp increase, driven by strong server and storage demand; although, price gains are expected to slow in Q3 as focus shifts to long-term contracts

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Supply remains tight, but higher spot prices are starting to weaken consumer demand, forcing some buyers to cut orders. Bernstein still sees memory prices staying strong into 2027 before gradually normalizing from late 2027 into 2028.

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