Memory prices jump as DRAM and NAND supplies tighten on AI demand
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Tight DRAM/NAND supply and accelerating AI-driven demand are pushing memory pricing higher, with forecasts for further PC DRAM increases and reports that DRAM/HBM capacity is largely sold out through 2027 allocations. New High Bandwidth Flash (HBF) standards also signal continued investment in next-generation storage. The setup is supportive for memory producers' margins while raising downstream supply risk, already visible in consumer electronics constraints.
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⚠️ AI سے تیار کردہ تجزیاتی سمجھ خبروں کے مواد پر مبنی ہے اور صرف معلوماتی مقاصد کے لیے فراہم کی گئی ہے۔ یہ سرمایہ کاری کا مشورہ نہیں ہے اور نہ ہی BingX کے خیالات کی نمائندگی کرتی ہے۔ سرمایہ کاری میں رسک شامل ہے۔ براہ کرم ذمہ داری سے ٹریڈ کریں۔
BlockBeats reported on Aug. 4 that the storage market is heating up, with several research firms expecting further price increases for both DRAM and NAND as supply remains tight and AI-driven computing demand stays strong.
SK Hynix and SanDisk have jointly released what they described as the industry's first standard specification for High Bandwidth Flash (HBF), a step aimed at accelerating next-generation storage development.
Pricing indicators are already reflecting the squeeze. The average selling price of South Korea's single-level NAND products rose 35% month over month in July to a record high. TrendForce forecasts that, amid ongoing shortages, the fixed contract price for PC DRAM could climb 15% to 20% quarter over quarter in Q3 2026.
On the supply side, reports said the world's three largest memory makers have completed negotiations for their full-year 2027 capacity allocations, with much of DRAM and HBM capacity effectively sold out. In the broader upstream chain, Samsung Electronics' wafer foundry business is expected to run at 100% utilization this year.
Counterpoint data shows Samsung is widening its DRAM market-share lead, heightening competitive pressure between Micron and SK Hynix.
End-market supply is also being affected. Reports said the MacBook Air is facing constraints tied to memory shortages.
Separately, South Korean AI-chip unicorn DeepX is said to have seen its valuation quadruple to KRW 3.14 trillion, underscoring continued momentum across the AI chip and memory supply chain.
