TrendForce predicts an 18-23% rise in mobile DRAM and NAND Flash (eMMC/UFS) prices for the first quarter of 2024. This surge could be further amplified if brand clients resort to panic buying under pressure.

As stockpiles reach their lowest points and the impact of reduced manufacturing persists, a robust rise in smartphone memory prices is set in motion.

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All in all, the onset of 2024 will likely see memory prices rising higher than other sectors.

This escalation—fueled by sustained demand from clients and the slow operational scale-up by manufacturers—is expected to widen the supply-demand gap.

Memory prices are anticipated to be the leading factor in this upward trend.