
Key points
DRAM and NAND contract pricing cycles (UBS) | DRAM +766% over 13 quarters and NAND +471% over 9 quarters, with gains projected into end-2027
Image source: @pequityresearch

DRAM and NAND contract pricing cycles (UBS) | DRAM +766% over 13 quarters and NAND +471% over 9 quarters, with gains projected into end-2027
Image source: @pequityresearch