MU · News · 20260922N

Memory Pricing Outlook

MICRON TECHNOLOGY INC · 2026-09-22 · Importance 26 · Surprise 24

DRAM and NAND pricing is reportedly running well above historical levels, supporting strong near-term pricing power for Micron. Analysts expect robust pricing to support margin expansion into 2026, although the memory cycle remains historically cyclical. The reporting identifies potential longer-term pricing risk from Chinese entrants, including CXMT and YMTC, beginning around 2027.