GigaDevice sees niche DRAM and NAND prices rising through 2026

GigaDevice’s gains stem not from broad memory market rallies but from structural shortages in niche DRAM and SLC NAND, driven by AI edge devices and industrial controllers. This imbalance is accelerating MCU vendors’ shift toward embedded non-volatile memory (eNVM) on 28nm nodes, raising foundry costs and squeezing fabless startups. Tightening U.S.-China tech controls force dual-supply chains, lifting compliance overhead by over 15%. Samsung and Micron may counter by undercutting commodity memory to block Chinese firms’ premiumization. Meanwhile, YMTC could expand its enterprise SLC footprint. Over the next 18 months, HBM3E capacity ramp-up will divert investment from standard DRAM, cementing a ‘small-but-expensive’ premium in niche segments. Without swift certification in automotive-grade memory, GigaDevice’s growth trajectory risks stalling.