More than 10% increase, Jibang Consulting reported a rebound in DDR3 memory prices

Industry insiders believe that the most direct factor behind the rebound in DDR3 memory this time is the continuous reduction in production by global leaders such as Samsung, SK Hynix, and Micron. By shrinking production capacity and strictly controlling shipment volume, the goal of price increases has been achieved.

Another main reason is that companies such as Samsung, SK Hynix, and Micron are actively entering artificial intelligence applications, shifting their main production capacity to producing high bandwidth memory (HBM) and DDR5 memory, resulting in tight supply of DDR3.

TrendForce Consulting stated that DDR3 prices have been steadily increasing since September. The cumulative increase in DDR3 4Gb has reached nearly 10%, while the cumulative increase in DDR3 2Gb has reached 14%; In terms of contract prices, the institution expects a strong 10% to 15% increase in contract prices this quarter, and is expected to continue to strengthen in the first quarter of next year, with a potential increase of 5% to 10% in the future.

DDR3 related companies hold an optimistic attitude towards market development. Yuchuang believes that as inventory digestion approaches its end, the "cyclical bottom has ended" and is gradually welcoming the dawn of recovery. The company is optimistic about significant growth in the global DRAM market next year.

（Extract from IT Home）