Starting in 2024, many original memory chip manufacturers announced plans to cut production by 15% to 25% to cope with the pressure on industry inventories. Entering 2025, as the supply and demand structure was optimized, memory prices also began to rise. Recently, storage companies including Micron and Samsung have announced that they will increase the prices of their memory products. Industry insiders said that since the fourth quarter of 2024, storage manufacturers have actively regulated production capacity to remove inventory. Coupled with the accelerated penetration of AI end side products, the storage market demand has greatly increased. Benefiting from the gradual rise in memory prices and continued strong market demand, orders from many companies have already been scheduled for the third quarter. In order to meet market demand, companies have stepped up production expansion.

Starting in 2024, many original memory chip manufacturers announced plans to cut production by 15% to 25% to cope with the pressure on industry inventories. Entering 2025, as the supply and demand structure was optimized, memory prices also began to rise. Recently, storage companies including Micron and Samsung have announced that they will increase the prices of their memory products. Industry insiders said that since the fourth quarter of 2024, storage manufacturers have actively regulated production capacity to remove inventory. Coupled with the accelerated penetration of AI end side products, the storage market demand has greatly increased. Benefiting from the gradual rise in memory prices and continued strong market demand, orders from many companies have already been scheduled for the third quarter. In order to meet market demand, companies have stepped up production expansion.