Report
Memory Solutions for Gen AI Part 13: Uprising Memory Pricing and Strategic Meetings
0
June 16, 2025
Overview: As June marks the halfway point of 2025, two key topics dominate discussions across industries: the sharp rise in DRAM prices and corporate strategy meetings.
Table of Contents:
- Legacy DDR4 is priced 40% higher than DDR5
- Snowball effect is unlikely to persist for longer
- Strategic meetings, caution for positive bias
- The boiling frog syndrome
Number of Pages: 4
Published Date: June 2025
Category
Industry
AI, Semiconductors
Service
Memory
Report Type
Report
Time Period
Other
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Author
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.