存储价格追踪：2026 年 1 月-二季度 DRAM 价格预计环比 + 90-95%（高于高盛预期）；NAND 基本符合预期_ Memory Pricing Tracker_ Jan. 2026_ 1Q26 DRAM pricing forecast of +90-95% qoq higher than GSe; NAND broadly inline

2 February 2026 | 6:50AM KST Equity Research South Korea Tech: Memory Pricing Tracker: Jan. 2026: 1Q26 DRAM pricing forecast of +90-95% qoq higher than GSe; NAND broadly inline 1Q26 DRAM pricing forecasts across all major applications, as well as for the overall conventional DRAM pricing have been revised up again substantially, where the latter is now at +90-95% qoq (after +45-50% qoq in 4Q25). Note that this is above 1Q26 GSe of +77-82% qoq for Samsung Electronics (SEC) and SK Hynix (Hynix), which we beli ...