This is due to the release of old standards and the growth of demand from large cloud services. The increase in the price will affect popular LPDR4X, LPDR5 and LPDR5X chips and NAND products including Emmc and UFS.
Against the background, other manufacturers have arranged price tags: Micron gave information to customers about an increase of 20-30%and increased Sandisk Flash memory prices by 10%.
The main price growth factor is the priority interest in HBM and LPDDR5/X requested in the AI-PC segment and flagship smartphones of the manufacturers. At the same time, DDR4 production decreases, which led to an increase of up to 50%in the cost of modules.
Samsung continues to be the largest market player with 32.7% on Drama and 32.9% in NAND. The company actively develops new standards and plans to present the first LPDR6 samples by the end of 2025.
Source: Ferra
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