Memory Price Deceleration Fears Overdone: What It Means for STX

Posted on by Eben@CANSLIM Research

In a report titled “Global Memory & Storage: Debunking the bear thesis on ASP price growth deceleration,” the analysis sets out to rebut the view that a slowdown in DRAM and NAND price increases heralds a peak and a subsequent downturn. Memory and HDD stocks have fallen significantly from their June peak and have underperformed over the past month, the report notes, with the bear case resting on the inevitable deceleration in quarterly price moves after unprecedented gains in the first half of calendar 2026.

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