Counterpoint Research: Nvidia's (NVDA.US) strategic pivot compounded by structural factors, advanced memory prices may double

Wisdom Finance APP learned that according to the latest "GenAI Memory Solution" bi-weekly report released by Counterpoint Research, memory prices have risen by 50% so far this year. Based on this, prices are expected to continue to rise by 30% in Q4 2025, and may increase by about 20% early next year. Currently, the biggest price increase risk is faced by traditional LPDDR4. At the same time, with NVIDIA's significant increase in demand for LPDDR in the server side, more widespread and long-term risk factors have emerged around advanced chips, spilling over to the entire consumer electronics market.