Memory Solutions for Gen AI Part 13: Uprising Memory Pricing and Strategic Meetings

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Jun 16, 2025

Overview: As June marks the halfway point of 2025, two key topics dominate discussions across industries: the sharp rise in DRAM prices and corporate strategy meetings.

Table of Contents:

  • Legacy DDR4 is priced 40% higher than DDR5
  • Snowball effect is unlikely to persist for longer
  • Strategic meetings, caution for positive bias
  • The boiling frog syndrome

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Category

Industry

AI , Semiconductors

Report Type

Report

Time period

Other

Summary

Published

Jun 16, 2025

Contact us

Author

MS Hwang

MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.