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Counterpoint: Prices of some memory chips more than doubled around the Spring Festival, and supply shortages are expected to continue into the second half of 2027.
According to a report by the Korea Herald today, market research firm Counterpoint Research stated at an online seminar that the prices of some memory products increased by more than 100% around the Lunar New Year , and the overall supply shortage will continue until the second half of 2027 .
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To maximize profits, Samsung and SK Hynix have jointly reduced NAND flash memory production.
Samsung and SK Hynix cut 2026 NAND production to boost profits, triggering price surges and supply shortages amid AI demand.
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Goldman Sachs research seems to point towards DRAM and SSD prices spiking next year as memory supply lags behind demand
Memory supply crunch set to trigger massive price spikes ahead.
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Micron Announces Exit from Crucial Consumer Business
Micron decision to exit the Crucial consumer business