2026-01-03 11:25:51

Supply chain imbalances coupled with market demand mismatches have caused the spot prices of storage chips to follow an astonishing curve over the past year.

How outrageous is it? The spot price of DDR4 16Gb memory modules has surged by a staggering 1800%, making this price increase one of the most significant in the recent memory market.

Looking at the entire 2025 year, the prices of DRAM and NAND flash components are both rapidly rising, especially in the second half of the year. Although there are early signs of weakness in demand from industries like consumer electronics, contract prices are holding firm—this puts downstream equipment manufacturers under great pressure, with costs rising sharply. How this situation can be alleviated in the short term depends on whether the supply side can make substantial adjustments.

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FomoAnxiety

· 01-06 01:22

1800%? Damn, how much can you really speculate... Downstream manufacturers are really about to go out of business --- The chip business is just a dealer’s trick; when the supply chain gets chaotic, prices skyrocket, and consumers end up paying the bill --- Wait, demand is weak but prices are still holding firm? That logic doesn’t add up, someone must be protecting the market behind the scenes --- DDR4 is already like this, won’t GPU memory go to the sky? We really can’t keep up with this salary level --- It’s the supply chain problem again... I really don’t understand why ordinary users always have to foot the bill --- Can you believe an 1800% increase? It’s more exciting than trading cryptocurrencies, almost got in --- Who understands the suffering of manufacturers? In the end, it’s still us small retail investors paying the price --- Contract prices are just holding on stubbornly, let’s wait and see who crashes first

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BrokenDAO

· 01-05 23:03

The supply side refuses to loosen up, while the demand side is weak but still holding up prices... This is a classic case of distorted incentives, and no one wants to be the first to bow.

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staking_gramps

· 01-04 16:06

1800%？Wow, how do you play this? Chip manufacturers are疯狂割韭菜 (ripping off investors). --- Downstream manufacturers are really suffering, with cost pressures soaring and still unable to reduce prices. --- If the supply side doesn't take action soon, I'm ready to hoard coins. If this continues, who can still afford hardware? --- Demand is weak, and prices are still holding on? That logic has some substance. Is there an insider? --- DDR4 has increased 18 times. Can your mining rigs still run? Haha. --- Just waiting for the supply side to adjust. Continuing this shortage is really unsustainable. --- If this situation drags on, chip manufacturers will have to commit suicide. Is a positive turnaround still far away? --- Spot prices are crazy, and futures are still holding the market. Who profits from the spread?

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DegenWhisperer

· 01-03 11:55

1800%？Unbelievable, chips are like gambling --- Contract prices are holding firm, downstream manufacturers are directly stunned, this is the current surreal reality --- If the supply chain continues to play like this, the costs of consumer electronics will explode --- Demand softens but prices remain rigid, how is this logic so anti-human --- Wait, DRAM and NAND are rising together? It feels like the entire industry chain is messing around --- Can the two quarters in the second half of the year improve? I think it's unlikely unless a black swan appears --- DDR4 has risen so much, who dares to buy new devices --- If the supply side still doesn't move, this pricing system will collapse sooner or later --- Building storage factories now is just gambling on whether they can survive until prices fall back --- Everyone says there's a chip shortage, but now prices are outrageous—who won this game?

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MoodFollowsPrice

· 01-03 11:47

1800%? That's outrageous. This wave of chip price increases is even more intense than my investment returns. --- Once the supply chain is disrupted, downstream manufacturers get exploited. Keeping contract prices firm is truly a dead end. --- DRAM is causing trouble again. Should I buy the dip or run away... it's tough. --- Weak consumer electronics can't even suppress prices. The scriptwriter's skill level is quite high. --- Living by the supply side's mood, the fate of chips is like this. --- An 1800% increase? My wallet is crying, but chip stocks are laughing. --- Demand is weak, yet prices are rising again. This logic is toxic. --- Downstream cost pressures are soaring, and ultimately, users have to pay. --- Waiting to see how the supply side adjusts. For now, just tough it out. --- No matter how firm the contract prices are, they can't withstand the wild surge in spot prices.

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ChainDoctor

· 01-03 11:33

1800%？Are you kidding? This wave of chip prices has really wiped out downstream manufacturers. It's the same old supply chain tricks, holding onto contract prices stubbornly, and weak consumer demand can't be saved. Who will help the equipment manufacturers? With storage chip prices like this, it seems 2025 will be very tough. Let's see if Samsung and American investors can be conscientious and reduce production. Prices are rising so crazily, it feels like another bubble burst similar to a few years ago. Will there be a reverse crash then?

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