During the first half of 2025, the market price indices for NAND Flash and DRAM witnessed significant upticks, soaring by 9.2% and 47.7% respectively. Notably, June saw further increases of 0.8% for NAND Flash and a substantial 19.5% for DRAM. The dynamics of supply and demand in the traditional DRAM product market underwent a notable shift, transitioning from a surplus in the latter half of 2024 to a shortage in the first half of 2025. This transformation has had a ripple effect on both the server and consumer terminal markets.

The DRAM market is anticipated to reach unprecedented heights, fueled by a confluence of factors. Chief among them are advancements in AI technology, strategic adjustments by original equipment manufacturers (OEMs) in their supply chains, and a burgeoning downstream demand. These dynamics collectively point towards a robust expansion in the global DRAM market.