🔴 DRAM is trading 5.8% down today on weak 2026 PC and smartphone shipment outlook

DRAM is trading 5.8% down after SanDisk’s CEO warned of a mid-teens percentage decline in 2026 PC and smartphone shipments, sparking a sector-wide selloff.

• The cautious outlook for consumer electronics has raised significant concerns regarding future demand for consumer DRAM and NAND products.
• While data center and AI-related demand remains robust, investors fear that weakness in the core consumer segment will outweigh enterprise strength.
• The broader memory complex, including the Roundhill Memory ETF, is being repriced as the market reacts to the projected slowdown in device shipments.