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In May, DRAM chip prices soared once more by 27%, marking the second consecutive month where gains have exceeded 20%. The primary driver behind this surge is the strategic hoarding of chips by companies in anticipation of the impending tariff policies set to be implemented by the Trump administration in the United States. Notably, the announcement of a 90-day grace period has exacerbated this stockpiling phenomenon. Additionally, major manufacturers like Samsung, Micron, and SK Hynix have scaled back their DDR4 production due to the intensifying competition in the Chinese market, resulting in a notable decrease in supply. Given the combined effects of reduced supply and heightened demand, prices for both DRAM and NAND chips are anticipated to continue their upward trajectory, potentially having a significant impact on consumers.
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