Experts warn that memory prices will rise by up to 50% every quarter with no relief before 2028

[ Gearbest Technology News]Recently, a latest industry report shows that due to the continued growth of AI demand, the supply tension in the global memory market will continue, and the pressure of price increases will be difficult to alleviate in the short term. The report quoted expert opinions as saying,Memory prices will continue to rise in the second half of this year, and the related increase may continue until 2027. The first significant relief may be in 2028.。

memory chip

According to the data disclosed in the report,Memory prices may increase by 40% to 50% month-on-month in the third quarter, and may continue to rise by 30% to 40% month-on-month in the fourth quarter.. Judging from the performance throughout the year,Memory prices may increase by 40% to 45% year-on-year in 2027. This means that rising memory costs not only affect the upstream chip industry, but will also continue to be transmitted to the consumer electronics market.

Recently, many institutions have made similar judgments on memory price trends. Another report released this month stated thatDRAM average selling prices may rise 30% in the third quarter and a further 10% to 15% in the fourth quarter. Judging from multiple forecasts, the demand for AI servers and related high-performance computing is still the main factor driving this round of upward memory prices.

However, the report also believes that2028 may be the first year that memory prices begin to fall. As production capacity gradually increases and market supply improves, the average selling price of memory may fall by 15% to 20%. In addition, if demand growth slows, it may further push prices back down.

Regarding the impact of Chinese manufacturers' production expansion on the global market, the report believes that the overall impact will still be limited from 2026 to 2027. The reason is that there is still a certain technological gap between Chinese companies and European, American and Korean manufacturers. The report pointed out that the more obvious impact of Chinese manufacturers on the global memory market may not be reflected until 2028.

wafer

Industry insiders previously said that as Chinese companies increase investment, if the new production capacity is successfully released, the global monthly memory production capacity increase may reach up to 6 million wafers by the second half of 2027. Currently, multiple reports show that Changxin Memory has become an important force in the expansion of China's memory industry. Its DDR5 products have been targeted at the domestic market and are gradually entering the global market.

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