On November 19th, Counterpoint Research released a research report stating that due to the shortage of key chips, memory prices are expected to rise by approximately 50% from current levels before the second quarter of 2026. Among them, traditional LPDDR4 faces the greatest risk of price increases. Additionally, NVIDIA has significantly increased its demand for LPDDR on the server side, leading to broader and longer-term risk factors for advanced chips, which have spilled over into the entire consumer electronics market.
