Global Equities Roundup: Market Talk

Dow Jones

06/22

The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day.

0456 GMT - Conventional DRAM prices could continue to rise in 2027 after having risen 4.5 times in 2Q from 3Q 2025, Bernstein analysts say in a note. As a result, conventional DRAM now enjoys similar if not higher average selling price per bit than HBM. Given its higher bit density and yield, Bernstein estimates revenue from conventional DRAM per wafer capacity could be twice as that of HBM this year and command notably higher margins. The brokerage estimates a three-fold increase in HBM price is needed for HBM revenue per wafer capacity to catch up with conventional DRAM. However, memory suppliers could hike HBM prices less aggressively as they understand that high HBM costs can be unhealthy for the overall AI ecosystem development and ultimately to memory demand as well. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

June 22, 2026 00:56 ET (04:56 GMT)

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Published exclusively on Dow Jones Newswires throughout the day. \n</p>\n<p>\n  0456 GMT - Conventional DRAM prices could continue to rise in 2027 after having risen 4.5 times in 2Q from 3Q 2025, Bernstein analysts say in a note. As a result, conventional DRAM now enjoys similar if not higher average selling price per bit than HBM. Given its higher bit density and yield, Bernstein estimates revenue from conventional DRAM per wafer capacity could be twice as that of HBM this year and command notably higher margins. The brokerage estimates a three-fold increase in HBM price is needed for HBM revenue per wafer capacity to catch up with conventional DRAM. However, memory suppliers could hike HBM prices less aggressively as they understand that high HBM costs can be unhealthy for the overall AI ecosystem development and ultimately to memory demand as well. 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Published exclusively on Dow Jones Newswires throughout the day. \n</p>\n<p>\n  0456 GMT - Conventional DRAM prices could continue to rise in 2027 after having risen 4.5 times in 2Q from 3Q 2025, Bernstein analysts say in a note. As a result, conventional DRAM now enjoys similar if not higher average selling price per bit than HBM. Given its higher bit density and yield, Bernstein estimates revenue from conventional DRAM per wafer capacity could be twice as that of HBM this year and command notably higher margins. The brokerage estimates a three-fold increase in HBM price is needed for HBM revenue per wafer capacity to catch up with conventional DRAM. However, memory suppliers could hike HBM prices less aggressively as they understand that high HBM costs can be unhealthy for the overall AI ecosystem development and ultimately to memory demand as well. 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Published exclusively on Dow Jones Newswires throughout the day.0456 GMT - Conventional DRAM prices could continue to rise in 2027 after having risen 4.5 times in 2Q from 3Q 2025, Bernstein analysts say in a note. As a result, conventional DRAM now enjoys similar if not higher average selling price per bit than HBM. Given its higher bit density and yield, Bernstein estimates revenue from conventional DRAM per wafer capacity could be twice as that of HBM this year and command notably higher margins. The brokerage estimates a three-fold increase in HBM price is needed for HBM revenue per wafer capacity to catch up with conventional DRAM. However, memory suppliers could hike HBM prices less aggressively as they understand that high HBM costs can be unhealthy for the overall AI ecosystem development and ultimately to memory demand as well. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4168":"多种金属与采矿","BK4588":"碎股","HBM":"HudBay Minerals Inc","DRAM":"Roundhill Memory ETF"},"translate_title":"全球股市综述：市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/88c451f50615af7101b69d98050f9ec0","symbols_score_info":{"HBM":0.9,"DRAM":0.9},"content_text":"The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day. \n\n\n  0456 GMT - Conventional DRAM prices could continue to rise in 2027 after having risen 4.5 times in 2Q from 3Q 2025, Bernstein analysts say in a note. As a result, conventional DRAM now enjoys similar if not higher average selling price per bit than HBM. Given its higher bit density and yield, Bernstein estimates revenue from conventional DRAM per wafer capacity could be twice as that of HBM this year and command notably higher margins. The brokerage estimates a three-fold increase in HBM price is needed for HBM revenue per wafer capacity to catch up with conventional DRAM. However, memory suppliers could hike HBM prices less aggressively as they understand that high HBM costs can be unhealthy for the overall AI ecosystem development and ultimately to memory demand as well. (sherry.qin@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  June 22, 2026 00:56 ET (04:56 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}