Q4 2025 Quarterly Market Insights - Flipbook - Page 3
Memory Market
In Q4 2025, the global memory market tightened
further as suppliers reallocated capacity towards
higher-margin AI-related products, notably High
Bandwidth Memory (HBM), significantly reducing
availability of conventional DRAM, NAND and
storage solutions for enterprise and commercial
markets. This structural supply shift has driven
sharp pricing escalation across memory and HDD
segments, with both contract and spot prices
rising rapidly and further increases anticipated
into early 2026. According to Rebound Electronics
Market Intelligence, manufacturers are increasingly
selective on allocations, with some suppliers pausing
quotations amid acute supply constraints. Overall,
market conditions indicate sustained upward pricing
pressure, with short-term increases expected to reach
unprecedented levels.
Key Market Intelligence Highlights
(Rebound Electronics)
5-10%
Seagate: 5-10% increases on Enterprise HDDs;
2-7% increases on Surveillance HDDs.
2-6%
Toshiba: 2-6% price increases across Enterprise
and Surveillance HDD portfolios.
Micron: No pricing changes this week;
quotations temporarily restricted.
24%
Kioxia: Announced price increases of
approximately 24%
29%
Solidigm: Implemented price increases of
around 29%
“CONDITIONS INDICATE
SUSTAINED UPWARD
PRICING PRESSURE, WITH
SHORT-TERM INCREASES
EXPECTED TO REACH
UNPRECEDENTED LEVELS.”
45%
SanDisk: Price increases of up to 45%, driven by
acute memory supply shortages.
Global memory supply remains constrained
as Samsung, SK Hynix and Micron prioritise
AI-centric memory production, reducing
availability of traditional DRAM and NAND.
70%
Contract and spot prices for DDR-based DRAM
and NAND flash have risen sharply through
late 2025, with further increases of up to 70%
expected in the near term.
Market Insights
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