DRAM Export Prices Surge Nearly 60% in a Month Amid Rising AI Demand
The export price of DRAM (Dynamic Random Access Memory) has surged nearly 60% within a month, driven by a significant increase in demand for memory semiconductors, particularly in the artificial intelligence (AI) sector. This trend suggests a worsening supply shortage in the market.
According to the alternative data platform Aicel, the average export price of DRAM last month was reported to be approximately $28,057 per kilogram (provisional figure). This represents a staggering 133.6% increase compared to January of last year, when the price was $12,013. Moreover, it marks a 58.8% rise from the average price of $17,668 in December of the previous year.
As the supply of DRAM becomes increasingly constrained, many analysts predict that a bottleneck will emerge across the production of electronic devices. The expansion of customized semiconductors for AI computing, known as ASICs, along with the allocation of high-bandwidth memory (HBM) in production capabilities, are causing delays in the delivery timelines for clients’ products.
The semiconductor export market is experiencing a boom, contributing to a substantial increase in exports last month. According to the Ministry of Trade, Industry and Energy, exports in January amounted to $65.85 billion, reflecting a 33.9% increase compared to the same month last year. This surge in DRAM export prices is seen as a reflection of the ongoing super cycle in the memory market, with DRAM emerging as a golden screw in the industry.
A recent report by Evercore ISI has highlighted the DRAM shortage, detailing a scenario where electronic manufacturers struggle to complete their bills of materials (BOMs) due to the unavailability of a single component among hundreds. This sense of urgency has further fueled the rise in DRAM export prices, particularly for major manufacturers like Samsung Electronics and SK Hynix.
In conclusion, the sharp increase in DRAM export prices and the booming semiconductor export market signal critical changes in the landscape of memory production and supply, raising concerns about potential delays in electronic product manufacturing due to the ongoing shortages.
According to the alternative data platform Aicel, the average export price of DRAM last month was reported to be approximately $28,057 per kilogram (provisional figure). This represents a staggering 133.6% increase compared to January of last year, when the price was $12,013. Moreover, it marks a 58.8% rise from the average price of $17,668 in December of the previous year.
As the supply of DRAM becomes increasingly constrained, many analysts predict that a bottleneck will emerge across the production of electronic devices. The expansion of customized semiconductors for AI computing, known as ASICs, along with the allocation of high-bandwidth memory (HBM) in production capabilities, are causing delays in the delivery timelines for clients’ products.
The semiconductor export market is experiencing a boom, contributing to a substantial increase in exports last month. According to the Ministry of Trade, Industry and Energy, exports in January amounted to $65.85 billion, reflecting a 33.9% increase compared to the same month last year. This surge in DRAM export prices is seen as a reflection of the ongoing super cycle in the memory market, with DRAM emerging as a golden screw in the industry.
A recent report by Evercore ISI has highlighted the DRAM shortage, detailing a scenario where electronic manufacturers struggle to complete their bills of materials (BOMs) due to the unavailability of a single component among hundreds. This sense of urgency has further fueled the rise in DRAM export prices, particularly for major manufacturers like Samsung Electronics and SK Hynix.
In conclusion, the sharp increase in DRAM export prices and the booming semiconductor export market signal critical changes in the landscape of memory production and supply, raising concerns about potential delays in electronic product manufacturing due to the ongoing shortages.
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