The cautious stance comes against the backdrop of a sharp surge in Dynamic Random Access Memory (DRAM) prices. DRAM spot prices as of February 13, 2026 were up 6.8x YoY.
The cautious stance comes against the backdrop of a sharp surge in Dynamic Random Access Memory (DRAM) prices. DRAM spot prices as of February 13, 2026 were up 6.8x YoY.