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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
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HDD delivery delays extended to 2 years QLC NAND production capacity was sold out ahead of schedule
AI-Driven Storage Crunch: QLC NAND Set to Overtake TLC by 2027
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SK Hynix and NVIDIA Reach HBM4 Supply Agreement, with Prices Up 50%
The forecast of next year, about HBM4& DRAM
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Nvidia supplier SK Hynix has already sold next year’s chips on AI boom
South Korean chipmaker points to difficulty in meeting demand as it posts record profits
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Intel CPU chip inventory is running low: expected to be exhausted in Q1 2026, and decided to raise prices to adjust supply and demand
On October 24 that Intel Chief Financial Officer (CFO) David Zinsner pointed out in an interview with Barron's today that as demand for server and personal computer processors far exceeded expectations, the company's chip inventory is rapidly depleting.
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Production suspension plans reversed? DDR4 prices see a rare price inversion, prompting two major memory giants to extend production.
According to multiple Korean media reports, due to insufficient supply of DDR4 DRAM memory chips, South Korean memory chip giants Samsung and SK Hynix, which had previously planned to phase out the chip, are now shifting their production plans and extending DDR4 production until next year. Both companies reportedly previously planned to stop DDR4 shipments between the end of 2025 and early 2026.