News Summary

• Etron sees DRAM rally stretching into 2027 as shortages persist.
• The memory market is entering a new growth cycle as artificial intelligence demand reshapes supply and pricing.
• DRAM prices still rising 10% to 20% a month, according to Nicky Lu, chairman of Etron Technology.
• The DRAM industry is expected to grow at a rate of 10% a year for the next five years, Etron says.
• The market for DRAM is estimated to be worth more than $100 billion.