DRAM is trading 7.6% down today as investors sell memory stocks after SanDisk’s CEO projected mid-teens declines in 2026 PC and smartphone shipments, raising concerns about consumer DRAM and NAND demand.

  • SanDisk and Western Digital forecasts exceeded estimates but disappointed elevated expectations.
  • Global memory shares weakened, with SK Hynix and Samsung falling sharply in South Korea.
  • Broader technology pressure and skepticism about expensive AI infrastructure are amplifying the selloff.