Semiconductor Industry Deep Dive Meeting Minutes
Time:November 19, 2025 1. The storage market continues to show upward momentum 1. Prices are rising across the board – DDR4: The supply-demand gap for 8GB and 16GB products continues, with prices accelerating upward. – DDR5: Prices remained stable in Q2, began to rise in mid-September, and nearly doubled in October. – NAND Flash: Prices … Read more