Driven by robust AI demand, the memory market has shifted to a seller's market. Manufacturers are prioritizing server capacity, causing severe shortages and low inventory for consumer electronics. Structural imbalances are driving up prices, forcing consumer sectors to face supply constraints and specification downgrades, with shortages expected to persist.

Key Highlights

• AI-Driven Shift: Strong server demand has shifted the market to sellers, with manufacturers prioritizing high-margin products, squeezing consumer capacity.
• Price Hikes via Shortage: Inventory levels are critically low. Structural shortages are emboldening manufacturers to raise contract prices significantly.
• Consumer Supply Stress: PC and smartphone makers face supply constraints and rising costs, forcing some specification downgrades to protect margins.
• Prolonged Tightness: With a focus on technology upgrades over expansion, the supply-demand gap will remain, extending inventory tightness into future years.

Table of Contents

1. Consumer End Hits with Resource Scarcity and Stocking Pressure as Crowded-Out Capacity Aggravates Inventory Void of Supply Chain
2. Inventory for Various DRAM Applications Tightens as Carved-Up Capacity Exacerbates Supply End’s Reluctance in Sales
   • Inventory Levels of Suppliers and Clients in Major Application Segments of DRAM Market
3. Capacity for NAND Flash Leans towards Enterprise; Constricted Inventory Amplifies Pressure of Specification Downgrades among Consumer Products
   • Inventory Levels of Suppliers and Clients in Major Application Segments of NAND Flash Market

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