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Technology Stocks : Semi Equipment Analysis
SOXX 296.26-3.9%Nov 4 4:00 PM EST
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To: Sam who wrote (95154)10/2/2025 10:15:42 AM
From: Elroy  Read Replies (2) of 95358
 
DRAM Prices Reach 6-Year High, Quadrupling in Six Months

The semiconductor industry anticipates the upward trend in memory semiconductor prices will continue at least until the first half of next year.

?? Prices quadrupled in six months? That seems hard to believe.

If true, every major DRAM maker (all three of them!) would be significantly increasing DRAM Cap Ex by now.
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