PSA Semiconductors: Memory Prices Continue to Rise
The new year has seen a continuation in the rise in memory chip prices, even though, seasonally, we should expect some weakness. In this note, which is a recap of the articles and reports over the first two weeks of trading for 2026, in descending chronological order, Pelham Smithers outlines the pricing trends and highlights beneficiaries and those who are likely to get squeezed unless they too can raise prices.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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