Recently, the global memory chip market has been exhibiting an upward trajectory. Memory chip behemoths like Samsung, Micron, and SK Hynix have all declared price increases. Specifically, DRAM product prices have generally climbed by 15% to 30%, while NAND flash memory prices have also seen a rise of 5% to 10%. Owing to the constrained supply, certain manufacturers have even temporarily halted providing price quotes. From the market perspective, DDR4 memory prices have witnessed a cumulative surge exceeding 200% over a six-month period. Moreover, products such as HDDs, SSDs, and HBMs are facing shortages as a result of the explosive growth in AI demand.
