The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics’ move to phase out DDR4 modules, as revealed in communications with original equipment manufacturers (OEMs). This shift has sparked a significant jump in spot market prices, with DDR4 modules leading the charge. Despite lingering concerns over potential tariff hikes, constrained supply from upstream manufacturers and aggressive stockpiling by buyers have helped sustain the upward momentum in prices.
Memory market soars as Samsung’s DDR4 phase-out sparks supply squeeze and price surge
02
May