Memory Market Faces Price Volatility Amid Supply Concerns
Industry leaders acknowledge current memory prices are unsustainably high. Analysts predict a significant price surge through 2027 before a potential drop. Increased global manufacturing capacity may lead to a market shift by late 2028.
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'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.
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.
