Micron Announces Memory Price Increases for 2025-2026 Amid Supply Constraints

[AleksandarK]

In a letter to customers, Micron has announced upcoming memory price increases extending through 2025 and 2026, citing persistent supply constraints coupled with accelerating demand across its product portfolio. The manufacturer points to significant demand growth in DRAM, NAND flash, and high-bandwidth memory (HBM) segments as key drivers behind the pricing strategy. The memory market is rebounding from a prolonged oversupply cycle that previously depressed revenues industry-wide. Strategic production capacity reductions implemented by major suppliers have contributed to price stabilization and subsequent increases over the past twelve months. This pricing trajectory is expected to continue as data center operators, AI deployments, and consumer electronics manufacturers compete for limited memory allocation.

In communications to channel partners, Micron emphasized AI and HPC requirements as critical factors necessitating the price adjustments. The company has requested detailed forecast submissions from partners to optimize production planning and supply chain stability during the constrained market period. With its pricing announcement, Micron disclosed a $7 billion investment in a Singapore-based HBM assembly facility. The plant will begin operations in 2026 and will focus on HBM3E, HBM4, and HBM4E production—advanced memory technologies essential for next-generation AI accelerators and high-performance computing applications from NVIDIA, AMD, Intel, and other companies. The price increases could have cascading effects across the AI and GPU sector, potentially raising costs for products ranging from consumer gaming systems to enterprise data infrastructure. We are monitoring how these adjustments will impact hardware refresh cycles and technology adoption rates as manufacturers pass incremental costs to end customers.



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[Bwaze]

"The memory market is rebounding from a prolonged oversupply cycle that previously depressed revenues industry-wide."

Interesting uses of words "rebounding, recovering" in recent articles on NAND, memory price increases. You might think a bad news for readers, customers could be worded a bit differently...

 

[Devastator0]

"The memory market is rebounding from a prolonged oversupply cycle that previously depressed revenues industry-wide."

Interesting uses of words "rebounding, recovering" in recent articles on NAND, memory price increases. You might think a bad news for readers, customers could be worded a bit differently...

Yeah, it's pretty disgusting that bad news for consumers is being worded like this. I for one would have liked revenues to be further depressed across the PC hardware industry.

 

[FreedomEclipse]

Time to stock up on SSDs and CL28

 

[Wirko]

"The memory market is rebounding from a prolonged oversupply cycle that previously depressed revenues industry-wide."

Interesting uses of words "rebounding, recovering" in recent articles on NAND, memory price increases. You might think a bad news for readers, customers could be worded a bit differently...

Don't worry too much. In the long term, almost no one rebounds and recovers.

1. Logic



2. Memory

 

[Caring1]

Just stop making up excuses now.
Just tell us prices are going up AGAIN.

 

[maxfly]

So what you're saying is you've finally suppressed output enough to justify a price increase across the board. Right, gotcha.

 

[Testsubject01]

Don't worry too much. In the long term, almost no one rebounds and recovers.

1. Logic

Spoiler: pic

View attachment 392722

https://www.fabricatedknowledge.com/p/industry-structure-fabs-are-in-favor

2. Memory

Spoiler: pic

View attachment 392724

https://rockandturner.substack.com/p/kwak-noh-jung-and-the-rise-of-sk

Fewer players in the market are not good news for consumers.

Just stop making up excuses now.
Just tell us prices are going up AGAIN.

They just did and translating the PR BS it is simply: “We saw, that there is more money to be made on the table, so we decided to just raise margins”.

Wonder if at some point it is just, “Line not go up steep enough, we'll raise prices!”

 

[Jtuck9]

"citing persistent supply constraints coupled with accelerating demand across its product portfolio"

What was that Carlin quote about big clubs?

 

[Wirko]

Just stop making up excuses now.
Just tell us prices are going up AGAIN.

No one is looking for excuses. It's just the cartel members synchronising their actions through public announcements. Because doing the same in private got them in legal trouble too many times.

Fewer players in the market are not good news for consumers.

True! The ones that used to make too little profit have died. Or will die. Well, some manage to stay small permanently, like Nanya and Winbond.

 

[Chaitanya]

No one is looking for excuses. It's just the cartel members synchronising their actions through public announcements. Because doing the same in private got them in legal trouble too many times.


True! The ones that used to make too little profit have died. Or will die. Well, some manage to stay small permanently, like Nanya and Winbond.

Nanya and Winbond cater to certain niche these days and for those niche applications sadly options are even fewer than wide application market.

 

[kondamin]

ah a reminder to root for Chinese silicon producers

 

[mb194dc]

Massive fluctuations in memory prices been going on for 35 years. It's a boom and bust industry.

 

[kondamin]

Massive fluctuations in memory prices been going on for 35 years. It's a boom and bust industry.

Nah they fixed that, now it’s a boom, starve consumers, boom industry

 

[Arpeegee]

Not seeing the rebound on consumer electronics, must be servers and such. I feel that the home PC market is going through a slow painful death, I know less people now with a home PC than 10 years ago.

 

[TheDeeGee]

Bad April joke.

 

[TheLostSwede]

2. Memory

View attachment 392724

This is not correct though, as there are a lot of smaller DRAM manufacturers out there, plus a few ones from xina.
If we're only talking PC DRAM, yes, then it's largely correct, but that's far from the only type of DRAM that is being produced.