All articles tagged with #memory pricing
Wedbush analyst Matthew Bryson raised Micron’s price target to $500 (from $320) ahead of the March 18 Q2 report, arguing stronger memory pricing, tight high‑bandwidth memory supply for AI accelerators, and expanding gross margins could push MU higher as earnings estimates rise and guidance improves; Wall Street already shows a Strong Buy consensus with upside potential.
Apple’s first foldable iPhone will use 12GB of RAM supplied by Samsung, with DRAM shipments set to begin in Q2 2026 as Apple aligns production; Samsung reportedly negotiated a higher price due to tight memory supply from the AI server boom, leading Apple to shift more RAM orders to Samsung for predictable deliveries, though SK hynix and Micron are expected to contribute later. The book-style device is said to have a 4:3 aspect ratio and is slated to launch in September alongside the iPhone 18 Pro/Max.
DRAM contract pricing is surging to levels not seen before, with Micron reportedly proposing a 115–125% price increase versus Q4 2025 as hyperscalers and AI workloads drive demand. Industry trackers (DRAMeXchange, TrendForce) expect continued sharp price gains this quarter, leaving memory in a seller’s market with limited buyer leverage. Despite Micron’s planned fab buildout, shortages are projected to persist into 2028, threatening higher costs for consumer laptops, GPUs, and other devices as allocations favor servers and AI-related applications.
Apple forecast gross margins of 48%–49% for the March quarter, above December’s 48.2% and the 47.3% consensus, aided by a favorable mix of high‑margin hardware and Services growth (a record $30 billion in the December quarter). Memory pricing is rising and could pinch margins, but Cook said Apple will look at a range of options to mitigate it. Strong iPhone momentum and the Services pull helped support margins, and the stock rose about 1% in after-hours trading.
Micron Technology's stock has surged over 238% in 2026 due to improved memory chip prices and sustained demand, with the company increasing its capital expenditure forecast to $20 billion, indicating confidence in the ongoing demand cycle for memory products across various sectors.