In the semiconductor supply chain, a single counterfeit or refurbished component can shut down an entire production line.

In the traditional electronic component cycle, price fluctuations are often driven by inventory changes. However, the current memory market is undergoing a complete logical reshaping.

DDR5, once a cost-effective and readily available memory solution, has completely rewritten the history of the memory industry cycle. In just one year, DDR5 DRAM chips have surged by an unprecedented 627%, creating a rare inter-generational price inversion where DDR4 now costs more than DDR5. The market has undergone an extreme reversal from "cheap and abundant stock" to "high prices and severe shortages."

In the first half of 2026, the global semiconductor industry maintains a strong recovery momentum and officially enters a new round of high-boom cycle.