Since the third quarter of this year, the global memory chip market has experienced an “epic” wave of price increases. According to data from a third-party research agency, the spot prices of DRAM and NAND Flash, the two major product categories in the field of memory chips have both increased by more than 300% since September. Industry insiders pointed out that unlike the previous wave of price increases, this round of price increases is being driven by the development of artificial intelligence and the rise of “deposit-and-save” technology in applications, and the market gap has been difficult to fill in the last year or two. A number of heads of consumer electronics companies and storage industry experts told the Securities Times that in 2026, the rise in major consumer electronics products such as mobile phones and computers has been determined, and consumer electronics companies may throw a combo punch, which is reflected in a multi-pronged approach of structural price increases and downsizing, and sharing costs with the industry chain. The launch of the combo punch may be the upcoming New Year's Day.

Since the third quarter of this year, the global memory chip market has experienced an “epic” wave of price increases. According to data from a third-party research agency, the spot prices of DRAM and NAND Flash, the two major product categories in the field of memory chips have both increased by more than 300% since September. Industry insiders pointed out that unlike the previous wave of price increases, this round of price increases is being driven by the development of artificial intelligence and the rise of “deposit-and-save” technology in applications, and the market gap has been difficult to fill in the last year or two. A number of heads of consumer electronics companies and storage industry experts told the Securities Times that in 2026, the rise in major consumer electronics products such as mobile phones and computers has been determined, and consumer electronics companies may throw a combo punch, which is reflected in a multi-pronged approach of structural price increases and downsizing, and sharing costs with the industry chain. The launch of the combo punch may be the upcoming New Year's Day.