DRAM market sentiment
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DRAM 情绪指标（2025 年 11 月）：现货价格大幅上涨预示合约价格有显著上行空间-GS DRAM Sentiment Indicator_ Nov. 2025 GS DRAM sentiment indicator_ Sharp spot pricing growth signaling significant contract pricing upside
2025-12-01 03:18
Equity Research 1 December 2025 | 6:08AM KST GS DRAM Sentiment Indicator: Nov. 2025 GS DRAM sentiment indicator: Sharp spot pricing growth signaling signifi cant contract pricing upside Our DRAM sentiment indicator for November 2025 is pointing in a moderately positive direction (more positive vs. slightly positive in September). Notable highlights during the month include: 1) both DDR4 and DDR5 spot pricing showed exponential growth in November, signaling significant upside for contract pricing, 2) Nanya T ...