AI Boom Fuels Explosive Growth in Memory Chip Market: A Supercycle in the Making!
Analysis
The insatiable demand from the AI revolution is creating a massive surge in the memory chip market, with prices skyrocketing. This extraordinary growth is signaling a fundamental shift, moving beyond traditional cyclical patterns and into a new era driven by AI's computational needs. This dynamic is leading to impressive performance and revenue growth for companies in the supply chain!
Key Takeaways
- •AI-driven demand is causing an unprecedented surge in DRAM and NAND Flash memory prices, creating a 'supercycle' in the industry.
- •Major memory chip manufacturers are prioritizing AI server and HBM production, leading to supply constraints in other memory segments.
- •Domestic Chinese memory manufacturers are experiencing significant growth in both production and market share, with some achieving profitability.
Reference / Citation
View Original"TrendForce数据显示，2025年第三季度DRAM（Dynamic Random Access Memory，动态随机存取存储器）价格同比暴涨171.8%，其中DDR5 16Gb颗粒从4.68美元涨至34.08美元，涨幅达627.79%。"
钛
钛媒体Jan 27, 2026 08:54
* Cited for critical analysis under Article 32.