Memory chip price rally to continue as product demand diverges

The headline number understates the story: a 5.77% monthly gain in general-purpose DRAM is modest next to TrendForce's 13%–18% quarterly forecast for PC DRAM, implying the squeeze is concentrated in specific segments rather than broad-based. That divergence matters because memory pricing feeds directly into device bill-of-materials costs, so the pressure lands on consumer electronics makers already contending with weak sales. Whether the PC DRAM forecast materializes while general-purpose pricing cools is the open question — a split market would say more about supply allocation than end demand.