Edge AI Fuels Next Growth Surge, Domestic Memory Chips Seize Fresh Opportunities
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Author:小编   

Recently, the inaugural JW Insights Memory Forum took place in Zhangjiang, Shanghai. Forum participants highlighted that the memory chip market is poised for a supply crunch from 2025 to 2027, with prices projected to keep rising and 2027 potentially marking a pivotal shift in pricing trends. Nonetheless, the quarter-on-quarter growth rate of memory prices is anticipated to decelerate in the second quarter of 2026, possibly leading to a brief period of market consolidation. Significantly, the expansion of AI computing capabilities is rapidly transitioning from cloud-based training to edge-side inference, thereby unlocking fresh avenues for niche memory chips (including low-capacity DDR3, DDR4, NOR Flash, SLC NAND, EEPROM, etc.) renowned for their low power consumption and swift response times.