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Zhaoyi Innovation: Demand for some niche memory products is rebounding.
Jin10 reported on April 29 that executives from Gigabyte Innovation stated at the earnings briefing that from the end of the first quarter to the beginning of the second quarter of 2025, some products of niche DRAM have seen a warming demand and rising prices. With the production cuts from leading industry manufacturers, supply has already decreased. The supply and demand of niche products are moving towards a relative balance, and in fact, some products are already showing a situation where demand slightly exceeds supply, which is expected to continue in the short term. It is anticipated that in the future, the correlation of price fluctuations between niche products and mainstream products will decrease and may even gradually depeg.