… Economic Daily Korea Given the extreme pressure on DRAM and NAND makers, Silicon Motion's CEO, Chia-Chang Gou, has said that memory and SSD shortages are expected to last till 2028 . …
… However, due to structural fluctuations in the global supply chain, several key components are experiencing significant cost pressure, particularly memory DRAM and storage components NAND / SSD . …
… DRAM operating margins have already reached the 60% range in Q4 2025, marking the first time margins for general-purpose DRAM have surpassed those of HBM. The first quarter of 2026 is set to be the period where DRAM margins exceed their historical peaks for the first time. …
… What's more, now that Samsung appears to have instituted these price hikes, SK hynix and Micron are also expected to follow suit with inflationary pricing for their own DRAM products, puncturing the ongoing thesis of a crash in the prices for commodity DRAM. …
… The increase in NAND pricing would have devastating effects on the consumer PC industry, as it would not only make SSDs much more expensive but also make it hard for system integrators and PC manufacturers to secure supply, ultimately putting pressure on consumer product pricing. …
… This demand goes against the belief that higher demand for NAND chips might ease the pressure in the DRAM market since firms are working towards integrating NAND into AI systems. …
… DRAM makers are already engaging in multi-year partnerships with strategic customers , which further puts standard consumer markets under pressure. …
… What's more, as we reported recently, these memory-led pricing pressures are hitting the entry-level and mid-tier smartphone segments particularly hard, especially given their limited pricing-related maneuverability. …
… Memory Pressure On Dell's Server & PC Markets Is Expected To Grow Over Coming Quarters, Says UBS The high demand for HBM and DRAM memory for AI GPUs has led to a tight market , which has seen prices jump by as much as 414% in some regions. …
… ASUS & Other PC Vendors Are Running Out Of Their DRAM Stockpile, Leading Them to Aggressively Hike Prices The PC industry has been under pressure ever since memory shortages became prevalent, yet vendors have shown restraint in raising product prices, given that they had been relying on stockpiles … …
