GigaDevice: Supply and Demand for Niche DRAM Has Eased But Remains Tight, With Prices Expected to Stay Elevated
4 day ago / Read about 0 minute
Author:小编   

GigaDevice stated that rapid advancements in AI have significantly boosted demand for memory chips, creating spillover effects, and the memory industry's upward trend continues. Major manufacturers are either reducing capacity or exiting the niche market, leaving supply in the niche memory segment generally tight. Prices for high-capacity NOR Flash products are expected to rise moderately in the short term, while prices for small- and medium-capacity products remain stable. Given the long capacity release cycle for SLC NAND Flash, the supply shortage is expected to persist for a relatively extended period. Niche DRAM prices have already surged sharply, dampening demand in consumer electronics; although supply and demand have eased somewhat, a shortage persists, overall capacity supply remains limited, and prices are expected to stay high for some time. MCU, buoyed by growing demand in fields such as industrial and energy applications, is expected to see moderate price increases in the short term.

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