On November 17th, memory chip stocks in the US stock market experienced a significant surge right at the start of the trading session. Micron Technology witnessed a remarkable increase of over 5%, propelling it to yet another all-time high. Meanwhile, Western Digital saw a near 4% climb, and SanDisk rose close to 8%. Drawing on data from CFM Flash Memory Market, the global DRAM market witnessed a substantial quarter-on-quarter expansion of 24.7%, reaching USD 40.037 billion in the third quarter of 2025. Similarly, the NAND market size grew by 16.8% quarter-on-quarter, amounting to USD 18.422 billion. The memory market as a whole has been on an upward trajectory for two consecutive quarters, culminating in a new quarterly record high of USD 58.459 billion. At present, the fulfillment rate of memory supply has diminished, resulting in a tight supply situation across diverse application sectors. This has led to a broad-based increase in prices within both the DRAM and NAND markets. It is anticipated that the memory market size will persist in reaching new heights in the fourth quarter.
