The Nihon Keizai Shimbun reported that DRAM prices are expected to roughly double by year-end 2025. It noted that supply shortages of standard products may intensify further as demand for AI for data centres is prioritised.
Prices of DRAM, a type of semiconductor memory, have continued to rise and are reportedly expected to reach approximately twice their current level by year-end 2025. Large-lot transaction prices, particularly for benchmark products such as those used in personal computers, have reportedly risen for 9 consecutive months.
Demand for AI applications in data centres is being prioritised, and tight supply for AI applications is expected to continue. Supply shortages of standard products are also reportedly becoming increasingly pronounced.
The article names Kioxia HD, Tera Probe, Tomen Devices, KOKUSAI and Nippon Electronic Materials among the companies associated with DRAM. These stocks are expected to attract attention.