Memory Giants Samsung and SK Hynix Push Through 30% Price Increases Amid AI Server Boom (trendforce.com) 11
Samsung and SK Hynix have raised DRAM and NAND flash prices by up to 30% for the fourth quarter, Korean publications report. The two Korean memory giants passed the new rates on to customers as analysts predict the AI-driven memory supercycle will be longer and stronger than past boom periods.
Several leading international electronics and server companies are stockpiling memory and negotiating long-term supply deals spanning two to three years. U.S. and Chinese electronics firms and data center operators are exploring mid-to-long-term contracts. Companies typically sign DRAM contracts on a quarterly or annual basis.
Several leading international electronics and server companies are stockpiling memory and negotiating long-term supply deals spanning two to three years. U.S. and Chinese electronics firms and data center operators are exploring mid-to-long-term contracts. Companies typically sign DRAM contracts on a quarterly or annual basis.