LPDDR5X Memory Prices Surge 89% in Q2 as AI Infrastructure Demand Squeezes Consumer Market

According to market research firm SigmaIntell on June 23, consumer-grade memory prices surged in the second quarter, with LPDDR5X 12GB prices rising 89% and LPDDR4X 4GB prices climbing 75%, driven by supply-demand imbalance. The shortage stems from memory manufacturers prioritizing high-margin products like HBM and enterprise server DRAM, particularly as AI platforms such as Nvidia's Vera Rubin adopt low-power memory. This supply reallocation has cascaded to mobile and PC markets, squeezing consumer-grade DRAM availability. SigmaIntell noted that SSD prices similarly rose about 50%, with UFS prices reaching as high as 100% increases due to enterprise-grade NAND demand consuming production capacity.
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