量价齐升 全球DRAM市场规模有望创历史新高

Core Insights - The NAND Flash market price index has increased by 9.2% from the beginning of 2025 to the present, while the DRAM market price index has surged by 47.7% [1] - In June, the NAND Flash market price index rose by 0.8%, and the DRAM market price index increased by 19.5% [1] - A significant shift is observed in traditional DRAM products, transitioning from oversupply in the second half of 2024 to a shortage in the first half of 2025, impacting both server and consumer terminal markets [1] NAND Flash Market - The overall price index for NAND Flash has shown a notable increase of 9.2% since early 2025 [1] - In June, there was a smaller increase of 0.8% in the NAND Flash market price index [1] DRAM Market - The DRAM market price index has experienced a substantial rise of 47.7% since the beginning of 2025 [1] - In June, the DRAM market price index saw a significant increase of 19.5% [1] - The transition from oversupply to demand in traditional DRAM products is expected to create a historical high in the DRAM market by 2025, driven by AI-related memory upgrades and supply strategies [1]