Memory Solutions for Gen AI Part 18: Memory Tracker and Forecast Q2 2025
Overview:
Counterpoint's Memory Tracker has gained traction with major suppliers across key global regions in three months after its launch. We anticipate a market adjustment between 2H26 and 1H27, despite a more optimistic Q2 2025 and upward revisions for 2025 projections, while noting increased market volatility driven by AI adoption, U.S. tariffs, export controls, and inventory dynamics.
Table of Contents:
- Supply normalization is underway, and market fragmentation could erode pricing power.
- Legacy DRAM and NAND saw a brief supply freeze, triggering price spikes.
- China’s memory sector, despite U.S. export controls, is gaining ground.
- Geopolitical tensions remain a wild card.
- Smartphone memory trends show mixed signals.
Number of Pages: 4
Published Date: September 2025
Category
Industry
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.