Unverified50% confidenceFactExact time
Continuously rising prices for memory chips (DRAM and NAND flash) are driving a phenomenon known as 'chipflation'.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
9/8/2026
First Seen
Valid until: 12/7/2026
Sources
Related Entities
Related Claims
UnverifiedSince the second half of 2024, DRAM prices have entered a new upward cycle, driven by reasons including a surge in demand for HBM from AI servers causing memory manufacturers to shift production capacity toward HBM, thereby squeezing supply of conventional DDR5.68% similarUnverified存储芯片是资本密集且周期性极强的行业，产能落地往往滞后需求18-24个月，在价格高点大举扩产往往在下一个低谷造成惨重损失67% similarUnverifiedThe core driver of this round of memory price increases is the surge in demand for HBM (High Bandwidth Memory), with AI server demand squeezing the supply of memory and SSDs in the consumer market62% similar
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