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[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

Last Modified

2025-04-16

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Aperiodically

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PDF

Overview

TrendForce reports US tariff policy shifts are impacting the memory market. A 90-day grace period announced in April spurred a Q2 surge in DRAM and NAND Flash orders as buyers and sellers rushed transactions to mitigate future uncertainty. This is expected to drive larger-than-anticipated Q2 contract price hikes. However, this demand pull-forward may weaken market momentum and subsequent price increases in H2 2025. The ultimate direction of US tariff policies remains the key variable for the H2 memory market supply, demand, and pricing.

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