Amid the 2026 memory chip market bubble, DRAM (DDR4/DDR5/HBM) faces severe shortages due to giants’ HBM capacity shift (prices surged 158%-307%), while NAND Flash maintains stable supply with moderate fluctuations and NOR Flash enjoys loose supply from expanded production. Procurement priority: HBM > DDR5 > DDR4 > NAND Flash > NOR Flash. Key strategies: Lock LTAs for DRAM, batch-purchase NAND Flash for cost control, sign fixed-price deals for NOR Flash, and leverage domestic alternatives (Longsys/CXMT) to cut 15-20% costs—avoid bubbles, MOQ risks, and substandard materials.