In recent months, the global semiconductor market has experienced a significant price surge in DRAM and NAND Flash memory chips, driven by strong demand from the AI, data center, and server sectors. According to TrendForce and DIGITIMES reports, the contract prices of NAND Flash and DRAM have increased by 10–20% since September, marking one of the strongest rebounds in recent years.
As a result, our mainboard suppliers have adjusted their quotations upward, particularly for higher-spec configurations. The cost increase is more pronounced for mainboards with 8GB RAM, 128GB storage and above, where both memory and storage components represent a larger portion of total cost.
Key Factors Behind the Cost Adjustment:
Global Memory Shortage: Chip manufacturers such as Samsung, Micron, and SK Hynix have shifted production capacity toward high-end AI memory (HBM, 3D NAND), reducing output of mainstream DRAM and eMMC/UFS products.
Inventory Tightening: Channel inventories across the semiconductor industry have dropped to their lowest levels in over a year.
High Demand from AI and Cloud Sectors: AI server and data center expansion continues to consume large quantities of high-performance memory, pushing prices further up.
Our Response:
We are working closely with our supply chain partners to ensure stable delivery and minimize cost impact to our customers. While short-term component price fluctuations may persist through Q4 2025, we will continue to provide transparent communication and flexible configuration options to help our partners plan their projects efficiently.
We appreciate your continued support and understanding as the industry navigates this period of market adjustment.