Server DRAM contract prices (DDR5) will rise 18-23% in the 4th quarter, an increase from a prior forecast of 8-13% growth, as the global AI data center buildout continues to boost demand for the chips, TrendForce said, adding there is “a strong likelihood of further upward revision”. 1/2 $HXSCL $SSNLF $Micron Tech(MU.US) #Semiconductors
Source: Dan Nystedt
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