--- title: "Commodity memory prices set to double as fabs pivot to AI market" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/266578832.md" description: "Memory prices are expected to double by mid-2026 as chipmakers focus on AI, causing shortages in mature chips like LPDDR4. Counterpoint Research predicts a 30% rise by end-2025 and a further 20% in early 2026. The shift to advanced chips for AI is distorting the market, with DDR5 and DDR4 prices rising. Nvidia's move to LPDDR for lower power consumption is impacting supply chains. Samsung has already increased prices by 60% since September. Memory costs in laptops could exceed 20% of the total by 2026." datetime: "2025-11-19T14:11:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/266578832.md) - [en](https://longbridge.com/en/news/266578832.md) - [zh-HK](https://longbridge.com/zh-HK/news/266578832.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/266578832.md) | [English](https://longbridge.com/en/news/266578832.md) # Commodity memory prices set to double as fabs pivot to AI market Memory prices could soon be double what they were earlier this year as chipmakers switch to advanced products to target the AI market, leaving a shortfall of more mature chips such as those meeting the LPDDR4 standard. This is the warning from Counterpoint Research, which forecasts that memory prices are likely to rise 30 percent over current levels by the end of 2025, and possibly 20 percent further in the first half of 2026, due to critical chip shortages. Coming on top of 50 percent increases already this year, this will mean a potential doubling of prices by mid-2026. The research biz points to LPDDR4 supply tightness brought on by suppliers shifting production to more advanced chips for AI applications, which it says is distorting the market. As an example, it claims that DDR5 for servers and PCs has been trading at around $1.50 per gigabit, while older DDR4 components used in consumer devices have risen to $2.10, a higher price than even the High Bandwidth Memory HBM3e, which is used in GPUs. This follows similar reports from the likes of market watcher TrendForce, which also found that suppliers are allocating production capacity primarily to high-end server DRAM and HBM, leading to less capacity to serve the market for PC, mobile, and consumer chips. Counterpoint also foresees trouble brewing in the more advanced memory market, and Nvidia could be the cause here because of its use of LPDDR. "The bigger risk on the horizon is with advanced memory as Nvidia's recent pivot to LPDDR means it is a customer on the scale of a major smartphone maker – a seismic shift for the supply chain which can't easily absorb this scale of demand," claims Research Director MS Hwang. Nvidia is moving to this type of memory for lower power consumption in some products, it claims, rather than fitting memory with error-correcting code (ECC), as widely used in servers. Instead, error correction is handled by the Nvidia chips. - Memory boom-bust cycle booms again as Samsung reportedly jacks memory prices 60% - The $100B memory war: Inside the battle for AI's future - Raspberry Pi prices hiked as AI gobbles all the memory - PC memory costs to climb as fabs chase filthy lucre in servers and HBM However, as far as we are aware, Nvidia products such as its Grace CPU and Grace Hopper Superchip both use server-class LPDDR5X memory with ECC. We asked Counterpoint to clarify which Nvidia products it is referring to. The upshot is that a hike in the price of DDR5 64 GB RDIMMs is potentially in the cards for early next year, extending through to the end of 2026. This would see prices hitting double what they were in Q1 2025, if Counterpoint's predictions hold true. Samsung, one of the big three memory firms, has hiked prices 60 percent since September alone, _The Register_ reported last week. TrendForce notes that the memory industry has begun an upward pricing cycle, and says that this will lead to increased overall costs for products such as smartphones and PCs. Currently, DRAM and NAND flash make up a 10-18 percent share of a laptop's bill of materials cost, it says, and this is likely to surpass 20 percent in 2026 as memory prices climb sharply over several consecutive quarters. ® ### 相關股票 - [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md) ## 相關資訊與研究 - [A 7% Risk-Free Return On Nvidia? 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