Memory Hits November Rain
DRAM and NAND prices are skyrocketing, and, as some analysts aptly noted, this far outpaces the recent rise in gold prices. What investor wouldn’t want to see an increase of 171.8% percent? That’s precisely what we saw in DRAM as of Q3 2025.
But unless you stocked your warehouse with DDR4 and eMMC earlier this year, you will feel the rising prices – and what might be even worse – the increasing lead times. For eMMC, we now see delivery times of 6 months or more.
DRAM might not be as severe, but it is not far off. And what’s more, there is a domino effect in the supply chain that now hits DDR3. As second-tier memory manufacturers are ramping up their DDR4 production capacity to fill the market gap, this shift comes at the expense of older nodes and products, namely DDR3.
These are all indicators of a new cycle in the memory industry that might change how we approach the design of electronic devices, as our Marco Mezger outlined in a commentary: Memory might determine the processor choice in the future, not the processor the memory choice.
As they say: “In November, you begin to know how long winter will be.” Looking at the current state of the market, it will be a long and cold winter with no signs of relief in sight.
In our next webinar on Dec 11, we will take an in-depth look at the driving forces behind the price hikes and supply disruptions in 2026 and beyond.
Enjoy the read and don’t forget to register for our webinar!
Memory Market Outlook 2026/2027
AI is devouring the majority of the global memory and flash capacity, resulting in shortages in DRAM and NAND. While the nature of memory manufacturing is cyclical in nature, the scale and urgency are unprecedented.
Join us for our next webinar on December 11, where we will deliver an in-depth analysis of the key forces shaping this new cycle in the memory industry and explore both the disruptions and opportunities in 2026 and beyond.
Register here.
Will memory determine what processor you use?
Memory manufacturers have pulled the ripcord on both NAND flash memory and DRAM, announcing that they will focus on new memory generations in future. Seeing this massive shift in the market, it's time to ask ourselves: Will memory manufacturers determine when designs are transitioned to new processors?
To answer this question, you need to understand the current market dynamics. Our Marco Mezger explains the background and the underlying dynamics in the market.
Read it here.
Domino effect in memory
The shift to higher-margin memory puts pressure on industries where longevity, not performance, is the primary concern. This causes ripple effects across all DRAM memory technologies and affects all industries. As second-tier manufacturers try to fill the gap in DDR4 demand, they shift capacities – they don’t necessarily add new ones. Find out why this comes at the expense of older nodes.
Read all about it here.
Don’t forget about NAND
Currently, all eyes are on the DRAM market, and understandably so. With DDR4 prices climbing week by week amid tightening supply, industry headlines are dominated by the vicious cycle of the ongoing capacity crunch and spiraling prices. But while the spotlight is fixed on DRAM, a quieter and potentially more disruptive shortage is developing in NAND flash.
Still, the warning signs are unmistakable. Read more here.
Talking Memory with Ramxeed
RAMXEED visited our MEMPHIS headquarters in Bad Homburg, Germany, and we took the opportunity to discuss memory matters with Shinichirou Susuki, Senior Sales Account Manager for the EMEA Region.
If you are curious to learn how RAMXEED is different from other memory manufacturers, what advantages FeRAM and ReRAM bring to designs, and what RAMXEED is working on, watch the video here.
Counterfeit Protection with FeRAM
Counterfeit components and consumables erode OEM revenue, compromise safety, and degrade user experience across office automation, healthcare, industrial, and consumer markets.
Traditional digital authentication, such as challenge–response mechanisms with stored keys has reached its limits. In our latest paper, we outline a FeRAM-based, encryption-less authentication approach that leverages the intrinsic analog pulsation signature generated during FeRAM switching.
Read it here.
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