Sources say Samsung and Micron have raised DRAM prices by 15%-20% in the first quarter

According to news from this website on January 3, global storage giants continue to reduce production, coupled with the rise of AI and high-performance computing applications, as well as inventory replenishment in the smartphone market and many other factors, have driven the continued rise in storage product prices .

According to TrendForce, it is reported that Samsung and Micron plan to increase

DRAM prices in the first quarter of 2024, with the increase ranging from 15% to 20%. Due to the increasingly widespread application of artificial intelligence and high-performance computing, coupled with the gradual recovery of the smartphone and personal computer markets, the market is expected to have tight supply of DRAM in 2024. Industry insiders said that contract price negotiations for the first quarter have already begun, and storage manufacturers plan to adjust DRAM prices in January , urging customers to plan for future usage needs. There are reports in the market that Samsung recently announced that DRAM prices will increase by at least 15% starting from the first quarter of 2024. Although there is currently no clear sign of NAND flash memory price increases, it is expected to follow suit. Citing the agency's view, this site predicts that the rising price trend of DRAM will continue until the end of 2024. Regarding the price trend of DRAM in the first quarter of 2024, TrendForce currently maintains the forecast of seasonal average growth of 13-18%, with mobile DRAM having the highest growth rate and server DRAM being relatively conservative. TrendForce believes that due to the unclear demand outlook for the whole year of 2024, memory manufacturers believe it is necessary to continue to reduce production to maintain the supply and demand balance in the memory industry.

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