Investment bank UBS believes that there is plenty of room for DRAM prices to increase in the third quarter. In a note, the bank outlined that it expects the DRAM memory market to be constrained until the second quarter of 2028. UBS' coverage comes just as market research firm TrendForce outlined that the DRAM market will continue to face severe shortages in the third quarter. However, it added that the impact of high prices on the consumer market and a higher base effect can temper the rate of change in memory prices over the coming months. DDR Prices Expected To […]

Read full article at https://wccftech.com/ubs-doubles-its-dram-price-forecast-as-memory-demand-outpaces-supply-by-17-points-through-2027/

Samsung's NAND supply is now expected to see a significant price hike, as the Korean giant, like DRAM, plans to capitalize entirely on demand from the AI sector. NAND Prices Are Getting Out of Control, And It Could Have Devastating Impacts on the PC Market The PC industry is set to face another crisis from memory suppliers, and after being disrupted by AI customers' demand for DRAM, it appears NAND is next. According to a report by the Korean media outlet Sedaily, Samsung now plans to hike prices by a whopping 100% in Q2, following a similar hike in Q1. […]

Read full article at https://wccftech.com/the-nand-price-crisis-is-getting-worse/

Phison's model, with NAND market supply, has now shifted to securing capital upfront from customers as the company navigates a seller's market. NAND Prices Have Climbed a Whopping 500% In Last Year Alone, Driven By AI-Demand The NAND industry is also experiencing a significant imbalance in supply lines, as the role of storage in AI inference has increased dramatically over the past few months. We have already seen NAND spot prices climb significantly over the past few quarters, and for suppliers like Phison, the situation has started to bite into their profit margins. According to a DigiTimes report, Phison is […]

Read full article at https://wccftech.com/phison-shifts-nand-supply-to-prepayment-model/