Overview
- TrendForce reports a rapid spot-market surge, with mainstream DDR4 up 9.86% week over week and 512Gb TLC NAND wafers up 27.96%.
- The Korea Economic Daily says Samsung and SK Hynix have notified customers of DRAM and NAND price increases of up to 30% for the fourth quarter.
- Citi and Morgan Stanley raised forecasts, estimating DRAM average selling prices in 2025 Q4 will climb about 25–26%.
- Chosun Ilbo reports some buyers in China and the United States are signing 2–3 year contracts with Samsung and SK Hynix to secure DRAM supply.
- Device makers flag rising costs, with a Xiaomi Redmi product manager warning storage prices are increasing faster than expected and likely to worsen, while industry chatter points to further LPDDR5X gains.