---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000950869.md"
description: "Expert Takeaways: Memory> S/D gap of at least 20% in second half of 2026. > Big vendors have just begun forecasting since demand for 2027 has not settled yet.> S/D gap for 2027 is possibly around 10%. A pessimistic take believing in balance by end of next year.$Micron Tech(MU.US) $DRAM $EWY $SK Hynix(SKHY.US)"
datetime: "2026-10-22T19:15:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000950869.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000950869.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000950869.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Expert Takeaways: Memory> S/D gap of at least 2…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [EWY.US](https://longbridge.com/en/quote/EWY.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [UNXD.SG](https://longbridge.com/en/quote/UNXD.SG.md)
- [KORU.US](https://longbridge.com/en/quote/KORU.US.md)
- [MUU.US](https://longbridge.com/en/quote/MUU.US.md)
- [MUD.US](https://longbridge.com/en/quote/MUD.US.md)
- [MULL.US](https://longbridge.com/en/quote/MULL.US.md)
- [MUZ.US](https://longbridge.com/en/quote/MUZ.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**