---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000771828.md"
description: "Morgan Stanley: Memory Pricing> 📈 3Q26 DRAM Outlook: TrendForce forecasts a 13–18% QoQ conventional DRAM price hike, perfectly matching GS estimates (+16% for Samsung).> 💻 PC & Server Strength: PC DRAM expected up 15–20% QoQ as OEMs aggressively build inventory. Server DRAM tracking up 13–18% QoQ, fueled by a widening DDR5 premium (now 22% over DDR4).> 📱 Mobile DRAM Cooling: Expected up 8–13% QoQ. A noticeable cooldown from massive 2Q spikes (73–85%) as suppliers ease hikes to support consumer electronics supply chains.> ⚠️ NAND Falling Short: TrendForce projects a 10–15% QoQ increase—missing Goldman's +21% estimate. While Enterprise SSDs hold strong (+18–23%), consumer NAND (eMMC/UFS) is soft at +5–10%.> 📊 Spot vs. Contract: Spot market continues to lead. DDR5 16Gb spot carries a 17% premium over contract, while older DDR4 8Gb spot sits at a steep 38% premium."
datetime: "2026-07-01T18:15:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000771828.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000771828.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000771828.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Morgan Stanley: Memory Pricing> 📈 3Q26 DRAM Out…


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