Global Equities Roundup: Market Talk

Dow Jones06-22

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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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</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 22, 2026 00:56 ET (04:56 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Global Equities Roundup: Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobal Equities Roundup: Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-22 12:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n   The latest Market Talks covering Equities. 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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