全球半导体行业：存储芯片价格更新，通用存储芯片供应短缺将推动 2026 年存储芯片价格-Global Semiconductors_ Memory Pricing Update_ Commodity Memory Supply Shortage to Drive 2026E Memory Pricing

V i e w p o i n t | 10 Sep 2025 00:15:26 ET │ 13 pages Global Semiconductors Memory Pricing Update: Commodity Memory Supply Shortage to Drive 2026E Memory Pricing CITI'S TAKE We project the commodity memory market to face supply shortage in 2026E. While AI-driven demand has systematically reduced memory suppliers' capacity allocation to commodity memory, we expect commodity DRAM S/D ratio to turn negative at -2.0% in 2026E. With our 2026E DRAM/ NAND ASP growth projections of +15.5% YoY/+17.1% YoY, we reiter ...