DRAM Prices Surge as China Pushes for Self-Reliance in High-End Chips
2025-08-06
Standard DRAM prices have doubled in a month and remain high, fueled by speculation that Chinese manufacturers are scaling back production to focus on AI chips and bolster domestic semiconductor capabilities. This shift could lead to a DDR4 memory shortage, as SK Hynix, Samsung, and Micron control 90% of the global DRAM market. The move highlights China's ambitious strategy in high-end chips and its impact on the global semiconductor industry.