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Morgan Stanley Calls Recent U.S. Memory Stock Selloff a 'Healthy Reset,' Predicts 20%-30% DRAM Price Gains in Q3

2026-07-20 13:00:56

MS2.28%

DRAM7.99%

Morgan Stanley analysts on Tuesday called recent U.S. memory stock selloffs a 'healthy reset' rather than a cyclical turning point, according to market sources. The bank forecasts DRAM prices could rise 20%-30% quarter-on-quarter in Q3 2026, signaling optimism over near-term supply dynamics.

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