[News] Micron Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand

As memory giants brace for price hikes, Micron, following SanDisk’s lead, has informed its customers about the upcoming increases, as indicated by industry sources.

Micron’s HBM Sold Out for 2025, Demand Soars into 2026

As noted in Micron’s message to clients on March 25th, both the memory and storage markets have started to recover, with growth anticipated through 2025 and 2026. As demand rises across various segments, the U.S. memory giant is raising prices to reflect tightening conditions.

Among all, Micron highlights the increasing demand for AI-related use cases and associated technologies as its momentum.

This aligns with Micron’s optimism from its earnings call last week. According to its presentation, Micron’s HBM output for 2025 is sold out, and strong demand for 2026 has led to ongoing talks with customers to secure agreements.

Though the company has not specified the rate for price increase, previous reports from TechNews and MyDrivers suggest that Micron is targeting an 11% increase. The reports link Micron’s price hike to a January power outage at its Singapore plant, which tightened supply.

Before Micron, SanDisk announced a price hike of over 10% starting April 1. Meanwhile, China’s largest NAND maker, YMTC, reportedly plans a similar increase next month, possibly exceeding 10%. Industry sources also indicate South Korean memory giants like Samsung and SK hynix are also gearing up to raise NAND wafer prices next month.

DRAM/ NAND Prices Set to Rise in Q2

TrendForce’s latest findings forecast a slight 0-5% QoQ decline in conventional DRAM prices in Q2, while average DRAM prices, including HBM, are expected to rise 3-8% due to increased shipments of HBM3e 12hi. U.S. tariff hikes prompted most downstream brands to frontload shipments to 1Q25, accelerating inventory reduction across the memory supply chain, as per TrendForce.

On the NAND front, TrendForce expects NAND Flash prices to stabilize in Q2 2025, with wafer prices set to rise by 10-15% and client SSD prices by 3-8%.

Read more

• [News] China’s YMTC Reportedly Joins NAND Price Hike, Set to Increase Over 10% in April
• [News] Micron Rumored to Raise NAND Price by 11% as Global Trend Heats Up

(Photo credit: Micron)