ME News reported on July 16 (UTC+8) that Morgan Stanley released its latest perspective on the storage industry, forecasting that the year-over-year growth rate of DRAM contract prices will peak in the fourth quarter of 2026. The report noted that after the fourth quarter, the year-over-year increase in DRAM prices is likely to decline significantly, making it unlikely to replicate the price surge of the past year, which saw a fourfold increase. The institution also mentioned that storage chip companies currently exhibit potential for valuation reassessment based on their forward 12-month price-to-book ratios, suggesting that the sector’s valuation logic may soon be adjusted. (Source: ODAILY)
Morgan Stanley Predicts DRAM Contract Price Growth to Peak in Q4 2026
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Summary
Morgan Stanley forecasts DRAM contract prices to peak in Q4 2026, with year-over-year growth expected to decelerate thereafter. The report suggests that storage chip valuations may shift as price-to-book ratios undergo reassessment. Meanwhile, altcoins to watch could attract renewed interest amid cryptocurrency price volatility driven by broader market sentiment.
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