Ingenic Semi: DRAM Prices Rise in Q3, Flash Selective Hikes, 512GB Supply Tightens
Ingenic Semiconductor told investors that DRAM prices continued to climb in the third quarter, while flash memory saw only selective increases. SRAM pricing firmed for some products and customers in Q3 and Q4, though overall supply-demand tightness remained below DRAM levels, with only certain DRAM-substitute products affected. In flash, some products and customers saw price hikes in Q3, and high-capacity 512GB supply is tightening due to surging AI server demand.
Ingenic Semiconductor said in a recent institutional survey that DRAM prices continued to rise in the third quarter, while flash memory did not see across-the-board increases.
For SRAM, some products and customers saw price adjustments in the third and fourth quarters, but overall supply-demand tightness remained below that of DRAM, with only certain products substituting for DRAM affected by price increases.
On the flash front, some products and customers saw price increases in the third quarter, with the large-capacity 512GB specification beginning to see tighter supply, driven by rapid growth in AI server demand.
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