Small glimmers of light from the semiconductor sector. Global DRAM shipments broke their three-quarter losing streak and turned upwards.
Behind the rise, as expected, is the demand related to AI servers and the associated increase in DDR5 inventories by server manufacturers.
Prices for DDR5 memory might gradually start to rise on store shelves as well. It has been quite affordable…
TrendForce reports that rising demand for AI servers has driven growth in HBM shipments. Combined with the wave of inventory buildup for DDR5 on the client side, the second quarter saw all three major DRAM suppliers experience shipment growth.