韩国科技：内存价格追踪 -2026 年 2 月；2026 年第一季度 DRAMNAND 平均售价预测再次上调，暗示 GSe 还有进一步上行空间-South Korea Tech_ Memory Pricing Tracker_ Feb. 2026_ 1Q26 DRAM_NAND ASP forecast raised again, implying further upside to GSe

TrendForce again raised pricing forecast for major applications (PC DRAM: to +110-115% from +105-110% / server DRAM: to +93-98% from +88-93% / mobile NAND: to +90-100% from +55-65%). This is above our expectation for both conventional DRAM and NAND (GSe SEC/Hynix conventional DRAM ASP : +77-82% qoq, NAND ASP : +45-70% qoq), implying there could be further upside to our near-term estimates. Reiterate our Buy ratings on SEC and Hynix. PC DRAM: 1Q26 forecast raised again to +110-115% from +105-110% February DD ...