About memory chip prices
Memory chip spot prices (DRAM, NAND), HBM, mobile APs, and AI GPUs are core inputs to the quarterly earnings of Samsung Electronics, SK Hynix, and Micron — the three companies that together account for over 95% of global DRAM revenue. Sera Economics combines financial news with Korean customs export data (HS 854232 for memory) to produce modeled price points refreshed every 2 hours.
DRAM: DDR4 and DDR5 power PCs and servers; LPDDR5 powers smartphones and laptops with low-power requirements; HBM3 and HBM3E ride on top of NVIDIA / AMD AI GPUs as high-bandwidth memory. NAND Flash: 128Gb / 256Gb / 512Gb dies feed SSDs and mobile storage. Mobile APs: Qualcomm Snapdragon, MediaTek, Apple A-series. AI GPUs: NVIDIA H100/H200/B100, AMD MI300 — the accelerators powering large-language-model training and inference.