… No lesser an authority than the former president of Samsung Electronics' semiconductor division says that memory prices could fall starting in the second half of next year thanks to a "surge" in manufacturing capacity in China. …
… Limited GDDR6/7 supply will increase GPU memory costs, while NAND Flash prices may surge up to 75%, impacting SSD availability amid growing AI-driven demand. …
… Since October, the session AVG for 512Gb Gigabit TLC supply increased from $2.70 to over $23, or by more than 8.5x its previously stable spot price, even surpassing DDR5 16Gb’s recent spot price surges in terms of percent increase. …
… As HBM is one of the key ingredients for accelerators, and with export restrictions threatening to cut off HBM supply, China is naturally pouring resources into domestic development efforts. China has planned 200B USD in subsidies for home-grown semiconductors over the next five years. …
… Production of legacy standards like DDR3, DDR4, and LPDDR4 is already being scaled back, further tightening memory supply. …
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