According to reports, based on Micron’s forecast, the overall price of DRAM chips used in memory production is expected to rise in the second quarter, while NAND prices for solid-state drives are also expected to stabilize and begin rebounding. Other manufacturers share similar views, which suggests that price increases for memory and solid-state drives are likely inevitable.
Since the second half of 2024, both DRAM and NAND have generally been in oversupply, leading to a renewed backlog in inventory, with prices continuing to drop and new lows being hit, especially for DDR4, which has been quite weak. SK Hynix and Micron both plan to halt DDR4 DRAM production this year, but things may soon change.
The market generally believes that at this stage, with the continued boom in the AI industry, such as products like NVIDIA’s Project Digits, both AI servers and consumer products have increased storage demands, and the inventory issue is no longer as severe. The timing for price increases is gradually maturing.
Nanya also predicts that the worst period for the DRAM industry is over, and it is expected that a rebound may occur in the first half of this year. At the same time, demand for NAND in the smartphone and PC industries is rising, especially with the release of new hardware and the upcoming wave of device upgrades. As channel inventory gradually stabilizes, a price increase in the second quarter is highly likely.
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