*DRAM and NAND shortages intensify, forcing major manufacturers to ration shipments*
Simon Chen, chairman and CEO of ADATA Technology, stated that demand for DRAM and NAND flash has far outpaced production, with DDR5 prices rising even faster than DDR4 in the fourth quarter. DRAM’s strong profitability, he noted, has led upstream manufacturers to shift part of their NAND flash capacity toward DRAM output, thereby tightening NAND supply even further.
Source: DigiTimes
Submitted November 25, 2025 at 03:04PM by NewMaxx via reddit ift.tt/bVZm9D1
Simon Chen, chairman and CEO of ADATA Technology, stated that demand for DRAM and NAND flash has far outpaced production, with DDR5 prices rising even faster than DDR4 in the fourth quarter. DRAM’s strong profitability, he noted, has led upstream manufacturers to shift part of their NAND flash capacity toward DRAM output, thereby tightening NAND supply even further.
Source: DigiTimes
Submitted November 25, 2025 at 03:04PM by NewMaxx via reddit ift.tt/bVZm9D1