1. NVIDIA H100/H200 Chip Supply Remains Stable

Recently, rumors circulated about NVIDIA H100 and H200 chips being “sold out” or “supply limited.” NVIDIA has officially denied these claims, confirming sufficient inventory to fulfill all orders. This reassurance reduces supply anxiety for AI server and high-performance computing applications.

2. DDR4 and DDR5 Memory Market Trends

*  DDR5 Memory: Channel prices continue to rise slightly due to tight supply and strong demand. Price gaps between DDR4 and DDR5 modules are narrowing, with some UDIMM variants now less than 20% difference.

*  DDR4 Memory: Traditionally stable, DDR4 remains the backbone of the channel market. Interestingly, major manufacturers Samsung and SK Hynix have extended DDR4 production into 2026 to meet ongoing demand, reversing previous phase-out plans.

*  Implications: With DDR4 production extended and DDR5 adoption growing, memory buyers must carefully plan inventory and sourcing strategies.

3. NAND Flash and SSD Price Trends

*  Supply: Major NAND Flash manufacturers have reduced production, tightening market supply.

*  Price Update (Q3 2025):

      * 256GB TLC SSD: ~$33.3 per unit

      * 512GB SSD: ~$62.4 per unit

Prices have increased approximately 5% from the previous quarter, marking the second consecutive quarter of growth.

*  Drivers: AI server deployments, PC upgrades, and enterprise storage demand are fueling continued price strength. HDD prices are also showing an upward trend.

4. Market Outlook

* NVIDIA H100/H200 chips are fully available, easing supply concerns.

* DDR4/DDR5 memory markets remain tight; careful procurement planning is recommended.

* SSD prices may continue to rise in Q4 2025 due to strong AI and data center demand.

Conclusion:

Staying updated on semiconductor supply and pricing trends is crucial for manufacturers, system integrators, and distributors. From NVIDIA AI chips to DDR5 memory and SSDs, Q3 2025 shows tight supply, price growth, and strategic production adjustments that impact the entire electronics industry.