According to a recent report by industry analysis firm DigiTimes, contract prices for NAND flash memory and DRAM are expected to see a significant increase of 15% to 20% in the fourth quarter of 2025. This price increase trend is closely related to the ongoing construction of artificial intelligence infrastructure and supply chain constraints. Previously, the semiconductor industry experienced a period of price decline during the off-season, but with the rapid development of AI technology and the expanding scope of its applications, the demand for high-performance memory chips is sharply rising. If this forecast comes true, it will have a profound impact on the entire technology industry chain, including smartphones, personal computers, and data centers. However, the price increase may also result in higher product costs for end consumers. Industry experts suggest that related companies should prepare in advance and plan their procurement strategies wisely to cope with potential supply and demand imbalances.
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DefiEngineerJack
· 8h ago
*technically speaking* dram pricing is just a proxy for institutional ai fomo... ngmi if you're not stacking chips rn
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LazyDevMiner
· 8h ago
Let's stock up a bit at the factory.
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SnapshotDayLaborer
· 8h ago
It's time to stock up again...
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SmartContractPhobia
· 8h ago
It's time to stock up again.
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AmateurDAOWatcher
· 8h ago
Prices are rising again, it's time to buy the mainboard.
According to a recent report by industry analysis firm DigiTimes, contract prices for NAND flash memory and DRAM are expected to see a significant increase of 15% to 20% in the fourth quarter of 2025. This price increase trend is closely related to the ongoing construction of artificial intelligence infrastructure and supply chain constraints. Previously, the semiconductor industry experienced a period of price decline during the off-season, but with the rapid development of AI technology and the expanding scope of its applications, the demand for high-performance memory chips is sharply rising. If this forecast comes true, it will have a profound impact on the entire technology industry chain, including smartphones, personal computers, and data centers. However, the price increase may also result in higher product costs for end consumers. Industry experts suggest that related companies should prepare in advance and plan their procurement strategies wisely to cope with potential supply and demand imbalances.