Credit: DIGITIMES
GigaDevice sees tight niche DRAM supply, slower price gains
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AI demand continues to heat up while major global memory makers shift capacity toward higher-value products, keeping niche memory supplies tight in the near term. China-based IC design firm GigaDevice Semiconductor Inc. said niche DRAM prices have risen sharply, curbing some consumer-electronics demand and easing supply pressures slightly, but that limited supply will keep prices elevated for some time.
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https://www.digitimes.com/news/a20261104PD233/demand-gigadevice-dram-niche-price.html