TREE NEWS reports: GigaDevice said niche DRAM supply and demand has eased but the market remains undersupplied, with prices expected to stay elevated for some time. The company said AI-driven storage demand and capacity cuts or exits by major makers keep niche memory tight. It expects large-capacity NOR Flash prices to rise moderately, small- and mid-capacity NOR Flash prices to stay stable, and SLC NAND Flash shortages to persist.
GigaDevice: Niche DRAM Still Short, Prices to Stay High
AI take
The squeeze in niche memory is structural rather than cyclical: AI demand is pulling capacity toward higher-end products while major makers exit or trim legacy lines, leaving specialized DRAM, NOR and SLC NAND persistently tight. This matters most for industrial, automotive and embedded buyers who depend on these mature parts and have few second sources. The open question is whether capacity cuts and AI-driven allocation keep niche supply constrained even as headline supply-demand balances ease.
Generated by AI for reference only.
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