NuAxiSemiconductor trade intelligence
Memory chips are now more expensive than compute chips on a per-area basis — AI demand drives DRAM die value past leading-edge silicon
What happened
Kurnal Insights reports 1b-gen DRAM die value ($0.654/mm²) exceeds TSMC N2 wafer pricing ($0.424/mm²). This reflects record-high spot prices for DDR5 eTT memory (~$1.55/Gb) driven by AI demand. The analysis indicates a bullish outlook for memory pricing due to persistent shortages.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
DRAMDDR5
shortageprice-hikeAI-demand
Source and time
Source: Tom's Hardware · 9/22/2026 · View original source
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