Memory Chip Prices Set to Soar: UBS Forecasts Over 30% NAND Increase in 2025, DRAM Shortage May Last Years

UBS Securities analysis indicates structural supply tightness in the global memory chip market. DRAM shortages may persist until at least Q2 2028, with prices potentially rising over 40% next year. NAND flash supply is expected to remain tight through Q4 2025, with forecasts pointing to price increases exceeding 30%, signaling cost pressures for consumer electronics and data centers.

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