Cailian Press has reported that the memory chip sector is experiencing an extraordinary cycle of price escalation. DRAM chip prices have skyrocketed by over 400% year-to-date, while Flash memory prices have nearly tripled. This surge is primarily attributed to the burgeoning demand for AI servers, which has strained the production capacity for consumer-grade memory, resulting in a persistent tightening of supply. Consequently, downstream terminal manufacturers are grappling with critically low inventory levels, finding themselves ensnared in a challenging cycle of passive inventory replenishment. Looking ahead, the consumer electronics market may witness a trend towards higher-priced products with reduced storage capacities.
