“Memory prices are in their most severe repricing in industry history and the shortage won't resolve before 2027 at earliest — Micron earns on every byte shipped at elevated prices, with analysts projecting earnings compounding 35–40% through 2027.”
“the most severe repricing in the industry's history. Conventional DRAM contract prices rose on the order of 90% in Q1 2026 over Q4 2025”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.