The memory chip market is currently undergoing a "super cycle" price surge, sending ripples throughout the global electronics industry supply chain. In the fourth quarter of 2025, leading memory chip producers like Samsung and SK Hynix have informed their customers that prices for DRAM memory and NAND flash memory will see an increase of up to 30%. In November, SanDisk implemented a significant 50% price hike for NAND flash memory contracts, marking the third such increase within the same year.

The key factor propelling this price surge is the swift expansion of the AI sector, which has sparked a sharp rise in demand for high-capacity, high-performance memory chips in data centers. At the same time, memory manufacturers at the upstream end of the supply chain are redirecting their production capacities to meet the AI computing power demands, driven by the pursuit of greater profits. This move has further intensified the imbalance between supply and demand. Market research firms project that the cycle of memory chip price increases will persist until the first half of 2026, consequently driving up the prices of consumer electronics such as mobile phones.