Accessible version Weekly theme: DDR5 rally, Rubin memory up 2.5x, Samsung's HBM3e, China's upside Industry Overview DDR5 spot-price up 10% this week, hitting a new high It was a surprise to see a 10% spot-price rally in 16Gb DDR5 (legacy DDR4 8Gb also up 6%) this week, hitting a new record high (near-US$7 vs 2023-2024 low: US$4). DDR5 price recovery has been very gradual YTD, posting only 1-2% WoW. We believe three catalysts drove the sudden increase: (1) stronger demand (memory content increase and replac ...