Megachips: Demand for niche memory products is rebounding.

At the performance briefing, the executives of Macronix International stated that from the end of the first quarter to the beginning of the second quarter of 2025, there has been a warming demand and a price increase for certain products of niche type DRAM. With the reduction of production by industry leading manufacturers, the supply has decreased, and the supply and demand of niche products are moving towards relative balance, with some products even showing a slightly higher demand than supply situation. It is expected that this situation will continue in the short term. In the future, the correlation between the price fluctuations of niche products and mainstream products is expected to decrease, and even gradually decouple.