Memory Market
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Chinese memory maker YMTC wants to dethrone Samsung and SK hynix by the end of 2027
Chinese memory maker YMTC aims to become the global leader in NAND flash memory by the end of 2027, challenging current leaders Samsung and SK hynix. The company, which currently holds a 13% market share, is reportedly expanding its infrastructure to meet this ambitious goal. YMTC is also looking to increase its presence in the DRAM market, facing competition from CXMT.
Memory chip maker Samsung says the component shortage will continue to get worse in 2027, while earning a pretty penny from it
Samsung, a major memory chip manufacturer, predicts that global component shortages will worsen through 2027 and potentially 2028, driven by high demand from AI companies. This situation is leading to increased prices for consumer electronics, including gaming consoles like the PlayStation 5, Xbox Series X/S, and Nintendo Switch. Samsung, along with SK Hynix and Micron, faces accusations of price fixing related to these shortages.
RAM prices be damned, SK hynix's record-breaking $55.6 billion quarter still failed to meet investors' wild AI…
SK hynix reported a record-breaking revenue of $55.6 billion for its second quarter of 2026, driven by strong demand from the AI industry. However, the company missed investor expectations due to a slowdown in HBM4 shipments, leading to a significant drop in its share price. Despite this, SK hynix plans to increase capital spending to support anticipated future demand.
The fourth biggest memory manufacturer could break into America soon, and chances are you've never heard of it
Chinese memory manufacturer ChangXin Memory Technologies (CXMT) is planning to enter the US market, aiming to become the fourth-largest memory producer globally. Despite facing competition from Micron and potential trade restrictions, CXMT has seen significant revenue growth and a successful IPO, supported by state-backed investment.
'There are limits to how much prices can be raised' says SK hynix chairman about memory crisis but I'm…
SK hynix group chairman Chey Tae-won acknowledged that current memory prices are "abnormally high" and stated there are limits to how much they can be raised, especially for PC and smartphone manufacturers whose customers cannot absorb increased costs. He suggested increasing supply, potentially through a new US factory, to lower prices and prevent "chipflation," emphasizing that market sustainability requires growth and preventing shrinkage, even if it means reduced profit margins.
Analysts think SK hynix's DRAM and NAND prices will finally drop by the end of 2028, but not before a huge rise…
Analysts from Bernstein predict that SK hynix's DRAM and NAND prices will see a significant rise through 2027 before dropping in 2028. Despite the eventual decline, prices are expected to remain considerably higher than 2025 levels. SK hynix is investing heavily in increased chip output, but aims to manage production to avoid oversupply.
Team Group CEO warns that DRAM and SSD prices will still rise: 'If you need memory, we recommend purchasing it as…
Team Group CEO Gerry Chen warns that prices for DRAM and SSDs are likely to continue rising due to high AI server demand, which accounts for 40-50% of the memory market. He predicts supply shortages will persist until 2028 and advises consumers to purchase memory components sooner rather than later, as PC component prices may follow server market increases.
Former Samsung boss predicts the memory crisis could be over in the second half of next year thanks to a…
A former Samsung Electronics executive predicts the global memory chip crisis could end in the latter half of 2027 or early 2028 due to a significant increase in manufacturing capacity in China. This surge in supply, potentially driven by a slowdown in AI industry investment, could lead to a substantial drop in memory prices, shifting the market from a shortage to a potential glut.
Dell's CEO reckons that the total memory demand from the entire AI market in 2028 will be 625x bigger than it was…
Dell's CEO Michael Dell predicts that the total memory demand for the AI market will increase by approximately 625 times by 2028. This surge is driven by expanding memory per accelerator and system scale in AI infrastructure. The article highlights that current memory manufacturers like SK hynix, Samsung, and Micron may struggle to meet this future demand, potentially impacting the availability and cost of components like HBM4, LPDDR5x, and NAND flash storage.
Looks like DDR3 motherboards are back on the menu, boys, though only to keep older PCs going a bit longer during the…
Chinese manufacturer Colorful is reportedly planning to release new DDR3 motherboards to address a market shortage, primarily for businesses using older PCs. This move comes as DDR3 components are significantly cheaper than DDR4 and DDR5, driven by the high demand and profitability of DRAM for AI applications.
It looks like more memory price hikes may soon be on the way, as Samsung and SK Hynix reportedly inform customers of yet…
Samsung and SK Hynix are reportedly informing customers of a second-quarter DRAM price increase, with negotiations underway. Industry insiders suggest that current production capacity can only meet about 60% of the surging demand, leading to significant price hikes for smaller customers. Research firm Gartner estimates DRAM and SSD prices could surge by 130% by the end of 2026, impacting PC prices.
