Since the second quarter of 2025, the DRAM market has witnessed a persistent surge in prices. Recent reports from manufacturers indicate that the costs of certain DDR4 models have skyrocketed by nearly 50% within a single month. Industry experts attribute this wave of price hikes primarily to the AI technology-driven surge in demand for HBM and server DRAM. Consequently, leading manufacturers like Samsung and SK Hynix have redirected their DDR4 production capacity towards high-end products. Concurrently, downstream emergency inventory building, fueled by long-tail demand, has further intensified the shortage of DDR4 supply. Analysts predict that original memory manufacturers and module factories with ample inventory are poised to emerge as winners in this pricing upswing. Moreover, the strategic realignment of production capacities and shifts in the supply chains of international manufacturers have presented domestic memory manufacturers with structural market opportunities.