全球存储科技-上调海力士、三星、南亚科技预期；目标价升至新高-Global Memory Tech-More optimistic on Hynix, Samsung and Nanya Tech; lift POs to new highs

Accessible version Global Memory Tech More optimistic on Hynix, Samsung and Nanya Tech; lift POs to new highs Price Objective Change Year-end data points: solid ASP, rush order, tight supply Three key takeaways from our year-end channel check for global memory: (1) stronger DRAM contract price, (2) rising rush orders, and (3) tighter DRAM/NAND supply. We also learned that most Tier-1 OEMs have agreed on 30%+/15%+ QoQ conventional DRAM price increase for 4Q25/1Q26. This is consistent with Micron's bullish gu ...