August 12, 2026StocksTechnology·Bullish·memory sector

Korean DRAM export prices rise with DRAM export value up 517% year-over-year

Korean DRAM export prices continued their structural upward trend in the August 1-10 period, with DRAM export value up 517% year-over-year and 4% month-over-month. UBS cited Q3 industry DDR contract price increases.

Detected & updated continuously · Source: Nebula

Story subjects

DRAMSouth KoreaUBS Group AG

Sources

@followin_io_zh

三星延续昨日涨势，今日盘中冲高 6%+，SK 海力士再涨 4%+，KOSPI 盘中拉到 +3%。连续两天放量上攻，背后是三条线同时点火： 1）涨价周期被"数据"实锤，不再只是预期韩国 8/1–8/10 DRAM 出口单价延续结构性上行，DRAM 出口额同比 +517%、环比 +4%。UBS 直接给数：Q3 行业 DDR 合约价环比 https://t.co/7BesFsza9A

@Beginning-Fig-9089

DRAM price up, MU down, NAND price down, SNDK UP