Recently, memory prices have surged significantly due to supply tightness and increased demand driven by AI computing.
Global memory and storage chip prices have surged significantly beyond industry expectations. DRAM and NAND Flash prices have risen sharply, with major manufacturers like Samsung Electronics, SK Hynix, and Micron raising prices by up to 30% in the fourth quarter of 2025. This surge is primarily driven by booming demand for AI infrastructure and high-performance servers, which has pushed costs rapidly down the supply chain.
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Micron Technology is reportedly redesigning its sixth-generation high-bandwidth memory (HBM4) after facing yield and performance issues, a setback that could push back supply until...
Memory shortages are intensifying as major cloud service providers (CSPs) continue expanding capital expenditures, with AI demand increasingly squeezing supply. Industry sources reveal...
SK Hynix’s oligopolistic advantage in HBM had diminished in the third quarter of 2025, and memory competition will expand from HBM to next-generation products.
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