Memory Prices Surge 57%-70% Creates Cost Pressure and Pricing Leverage for AMD
SanDisk shares bounced 8.5% on analyst reassurance as DRAM prices jumped 57% and NAND rose 65-70% in April, with Micron’s high-bandwidth memory fully booked through 2026. These gains could squeeze AMD manufacturing costs while underpinning higher GPU and data center processor pricing.
1. Memory Price Trends
DRAM prices climbed 57% in April while NAND surged 65-70%, driving SanDisk shares up 8.5% after Q4 guidance reassurance and keeping Micron’s high-bandwidth memory bookings full through 2026.
2. Implications for AMD
Elevated memory costs may boost AMD’s component expenses, but tightened supply and strong demand can support higher pricing for its GPUs and data center processors, potentially offsetting margin pressure.
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