全球存储技术周度主题：合约价格上涨 vs 厂商抵制与比特增长放缓Global Memory Tech-Weekly theme contract price hike vs OEMs’ resistance and lower bit growth

Accessible version Global Memory Tech Weekly theme: contract price hike vs OEMs' resistance and lower bit growth Industry Overview What we learned this week: higher ASP but lower volume We checked memory chipmakers' pricing strategies vs OEMs' reactions. Key takeaways: (1) conventional DRAM supply cut to OEM customers that do not accept double-digit% price hike (vs 3Q) QTD; (2) newly growing HBM orders with more favorable 2026 contract price (minimal price cut for HBM3e, 20%+ price premium for HBM4); (3) mo ...