Latest news with #HighBandwidthMemory
Mint
09-07-2025
- Business
- Mint
RAM prices are spiking in 2025, and it's not just because of AI
PC builders, smartphone makers, and gamers are in for a rough ride. Prices for DDR4, DDR5, GDDR6, and LPDDR4X memory are climbing fast in 2025, and the impact is already showing across product categories. But here's the twist: AI isn't the main reason. Let's start with the numbers. DDR4, still widely used in desktops and laptops, could jump up to 45% this quarter for some modules. DDR5, used in newer machines and servers, is up 3–8%, while GDDR6, the memory in most current graphics cards, is set for a 28–33% hike. Mobile RAM like LPDDR4X? 23–28% higher and still rising. These aren't minor blips. These increases cut across the board like PC components, smartphones, servers, and GPUs are all going to get more expensive in the coming months. Contrary to what you might think, this isn't about AI server farms hoarding all the chips. It's about supply, production priorities, and a bit of trade drama. End of the line for DDR4 and GDDR6: Big names like Samsung, Micron, and SK hynix are winding down older memory formats to push newer, higher-margin products like DDR5, GDDR7, and HBM (High Bandwidth Memory). As a result, DDR4 and GDDR6 are in short supply, and that's driving up prices. Production cuts: After months of oversupply, manufacturers scaled back output to stabilize margins. That, combined with the phaseout of legacy memory types, has left distributors scrambling. Geopolitics: With US–China trade tensions back in the spotlight and new tariff threats, tech brands are stockpiling memory. That's making things even tighter for the open market. Peak season rush: It's the typical seasonal restocking cycle. Everyone, from phone makers to laptop brands, is trying to lock in inventory before prices go higher. AI is definitely consuming memory, but mostly HBM and newer formats. What we're seeing here is more about production strategy than raw demand. The biggest hikes are in formats that AI infrastructure isn't even using heavily. If you're building or upgrading a PC with DDR4 or a GDDR6 GPU, be prepared to pay more. Mid-range phones might quietly get more expensive too, especially those using LPDDR4X. Even entry-level laptops could start feeling overpriced. For now, the outlook is shaky. Prices may stay elevated until either demand eases or manufacturers ramp up production again. Ironically, some suppliers are even considering restarting DDR4 production, just to cash in on the demand. So if you've been sitting on that RAM upgrade or GPU purchase, this might be your last shot at a decent price for a while.
Yahoo
28-03-2025
- Business
- Yahoo
3 Semiconductor Stocks to Buy Amid Rising Data Center Demand
As the digital era continues to evolve, data centers stand at the heart of technological advancement, powering everything from cloud computing to artificial intelligence (AI).In 2025, the growing demand for data centers will be fueled by advancements in AI, cloud computing and the need for more efficient infrastructure. This surge is driving key trends, such as hyperscale data centers, liquid cooling, edge computing, and a heightened focus on sustainability and energy the Fortune Business Insight report, the global data center market is projected to grow from USD 269.79 billion in 2025 to USD 584.86 billion by 2032, seeing a CAGR of 11.7%, reflecting the sector's robust growth, driven by increasing data storage and processing companies, including Credo Technology CRDO, Broadcom AVGO and Marvell Technology MRVL, are likely to be among the key beneficiaries of this trend, as semiconductors are the foundational components of the hardware that powers data centers. The semiconductor industry is poised to benefit significantly from the increasing data center market in 2025, driven by the surge in AI and high-performance computing workloads leading to the rising demand for high-performance chips, particularly Graphics Processing Units (GPUs) and memory like High Bandwidth Memory (HBM).As AI models grow more complex, the need for faster processing and efficient data storage has made GPUs and HBM crucial components. GPUs enable parallel processing for machine learning and deep learning tasks, while HBM provides the high-speed memory needed to handle massive datasets. This trend is expected to continue as AI applications become increasingly central to business and technological in DRAM and NAND pricing will act as tailwinds for semiconductor stocks catering to the memory semiconductor industry is expected to continue its growth trajectory in 2025, driven by strong demand for AI and data center technologies, as well as increasing chip demand across various sectors. According to the Semiconductor Industry Association, global semiconductor sales reached $56.5 billion in January 2025, marking a 17.9% increase from $47.9 billion in January 2024. The global semiconductor market is projected to maintain its upward momentum, with sales anticipated to reach $697 billion in the immense growth prospects amid the rising data center demand, it is prudent for investors to look for fundamentally strong semiconductor stocks that are poised to benefit from this trend. Here, we are discussing three aforementioned stocks — CRDO, MRVL and AVGO — that look promising. Credo Technology is gaining a strong market presence in both Ethernet and Active Electrical Cables (AECs) solutions specialized for data centers. AEC products experienced triple-digit sequential growth in the third quarter of fiscal 2025, driven by its increasing adoption in the data center demand for AECs grew as they proved to be more reliable than laser-based optical solutions, with ZeroFlap AECs offering more than 100 times better reliability than rack-to-rack made AECs an increasingly attractive option for data center applications, contributing to the new expansion of AEC usage and solidifying this Zacks Rank #1 (Strong Buy) company's market position. You can see the complete list of today's Zacks #1 Rank stocks Zacks Consensus Estimate for Credo Technology's 2025 earnings is pegged at 63 cents per share, revised upward by 26% over the past 30 days. CRDO has skyrocketed 100.2% in the trailing 12 months compared with SPDR S&P Semiconductor ETF's XSD decline of 8.6%. Credo Technology Group Holding Ltd. price-consensus-chart | Credo Technology Group Holding Ltd. Quote Broadcom is capitalizing on the growing investments in AI data centers, solidifying its role as a key player in the evolving data center Zacks Rank #2 (Buy) company recently launched the Sian3 and Sian2M high-speed networking chips for AI data centers, with Sian3 utilizing advanced 3-nanometer process technology for over 20% power reduction in optical modules. At the same time, Sian2M enhances power efficiency over multi-mode fiber to meet the growing demand for high-bandwidth connectivity in AI and ML recent introduction of PCIe Gen 6 technology, tested with Micron and Teledyne LeCroy, enhances AI data center performance with advanced telemetry and diagnostics through its Interoperability Development company's consensus mark for 2025 earnings is pegged at $6.56 per share, which has increased 3.9% over the past 30 days. Broadcom has rallied 29.8% in the trailing 12 months and outperformed the SPDR S&P Semiconductor ETF. Broadcom Inc. price-consensus-chart | Broadcom Inc. Quote Marvell Technology is capitalizing on robust demand in the data center market, offering solutions like pulse amplitude modulation (PAM) chips, digital signal processors, silicon photonics and laser drivers that enhance data center communication. The Zacks Rank #2 company's networking solutions, like PAM products and ZR electro-optics, are gaining traction as data centers are becoming increasingly fundamental for AI due to the massive computing power, storage and networking capabilities required to train and deploy AI models efficiently. Its leadership in AI-driven data center infrastructure, custom silicon and high-speed networking has been strengthening its innovation edge, Marvell Technology partnered with TeraHop to demonstrate the industry's first end-to-end PCIe Gen 6 over optics at OFC 2025, showcasing PCIe's extended reach and low-latency capabilities using Marvell's Alaska PCIe Gen 6 retimer and TeraHop's active optical cable, aimed at enhancing AI-driven data centers with scalable, high-performance company's consensus mark for fiscal 2026 earnings is pegged at $2.76 per share, which has decreased 1.8% over the past 30 days. MRVL has declined 8.5% in the trailing 12 months, in line with the returns of the SPDR S&P Semiconductor ETF. Marvell Technology, Inc. price-consensus-chart | Marvell Technology, Inc. Quote Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Marvell Technology, Inc. (MRVL) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report SPDR S&P Semiconductor ETF (XSD): ETF Research Reports Credo Technology Group Holding Ltd. (CRDO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
