According to a Barclays report, the spot price of DDR5 memory rose by 8% month-on-month in October, with a three-month increase of 20%. Meanwhile, DDR4 saw a 4% rise in the same period, with a three-month increase of 24%, surpassing DDR5. Micron stated that the global memory shortage may persist until 2029, while Citi estimates that the DRAM supply-demand gap will peak at 13.9% in the fourth quarter of 2027.
