【#Tech24H】According to multiple people familiar with the matter, some leading companies have orally informed channel distributors of their intention to raise prices for enterprise-grade memory chips. Formal price increase letters have not yet been issued, but prices on the channel side have already started moving. Because the increases are first concentrated in the DRAM contract segment and enterprise SSDs, as this round of price increases spreads from original manufacturers outward, it first reaches manufacturing companies and module makers in the middle, rather than end consumers. This round of increases is difficult to explain with a conventional supply-demand framework; the key lies in a structural shift in original manufacturers’ capacity allocation. DRAMeXchange statistics show that the average contract price for DDR 8Gb (1Gx8) reached 27.5 dollars in October, up 5.77% from $26 in September. Compared with 2.9 dollars when the statistics began in June 2016, it has risen about 9.5 times, with prices for some products hitting near 10-year highs. [ By Zhang Liyan | Tang Ruohan ]