Simon Chen, chairman and CEO of ADATA Technology, stated that demand for DRAM and NAND flash has far outpaced production, with DDR5 prices rising even faster than DDR4 in the fourth quarter. DRAM's strong profitability, he noted, has led upstream manufacturers to shift part of their NAND flash capacity toward DRAM output, thereby tightening NAND supply even further.
China's memory maker CXMT used this year's IC China 2025 expo to debut its new DDR5 product line, signalling its most assertive push into high-end server and AI-focused DRAM. The chips reach 8000Mbps and 24Gb per die, placing CXMT firmly among top-tier global DRAM suppliers.
The recent memory shortage has widespread to affect all products, given that the high-bandwidth memory (HBM) demanded by cloud-based AI computing is crowding out production capacity for nearly every other type of memory chip.
