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KeyBanc notes that inSpectrum released its memory contract pricing for the month of April. 8Gb DDR4 DRAM pricing was -3.1% month-over-month and -6.0% quarter-over-quarter, and 8GB DDR5 DRAM pricing was -6.9% month-over-month and quarter-over-quarter, while 512Gb NAND pricing was +11.5% month-over-month and +16% quarter-over-quarter. The firm views April pricing results as neutral for DRAM and positive for NAND. Given the industry production discipline and a continued mix shift toward high-value products, the firm anticipates pricing recovery in the second half of 2025 for both NAND and DRAM. KeyBanc views the DRAM market as healthier and more profitable than NAND over the long-term, given the industry consolidation, with just three major producers remaining–Micron (MU), Samsung (SSNLF), and SK Hynix (HXSCL), strong long-term demand drivers, disciplined capacity expansion, and long equipment lead times.
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