Prices of DRAM and NAND memories should rise

According to report from the newspaper Diário Digitimesthe prices of DRAM and Nand memories are expected to rise in the second half of this year.

It is noteworthy that, throughout 2024the amounts charged by the components mentioned suffered fluctuations due to the decline of demand for DDR4 and DDR3 memories, which should be closed by 2025.

However, with the increasing advances And accelerated in the Artificial Intelligence (IA) segment, a considerable increase in prices is expected.

At the moment, companies are investing in the launch of products aimed at consumers and technological servers, such as the NVIDIA, WITH YOUR PROJECT DIGITSTherefore, stocks and demand balance again.

This balance is responsible for warming the market, as well as creating conducive conditions for the reported scenario. And when the subject is Nand MemoryIt is expected to stabilize at first, but will be more expensive from the second trimester of 2025.

The newspaper report also explains that since the second half of 2024, memory manufacturers have faced over -supply problemsevent responsible for impacting prices directly.

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In a scenario heated by the rise of AI, prices of DRAM and NAND memories are expected to rise by 2025

Changing the focus, with the advent of products based on HBM3E Technology About to arrive at the market, this event can actively benefit the AI ​​segment.

Technology giants, such as Google and AppleThey are plans to build new and powerful data centers, and are preparing to invest in the acquisition of devices that can support massive operations involving artificial intelligence.

With the proximity of advanced AI models, such as Grok 3powerful equipment, capable of satisfactorily running complex AI systems, is necessary, maintaining the demand in this sector.

It is valid to mention that a magnitude earthquake 6.4 may have impacted Micron’s production. The seismic event may have been responsible for reducing the global production capacity of DRAM chips, reinforcing price increases speculation.

Anyway, There are no official confirmations yet about this information by the company.

Already the prices of Nand Flash should also risebut for another reason: increased demand in the segment of PCs and smartphones. Price adjustments from the second quarter of 2025 are expected.

Last but not least: one PC replacement cycle It is awaited for this year thanks to the launch of new products, and also for the probation in the corporate market later this year.

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Fonte: tomshardware