# DRAM
Latest news and articles about DRAM
Total: 17 articles found
SK Hynix Signals Long Memory Shortage and Eyes US ADR to Shore Up Supply and Funding
SK Group chairman Chey Tae‑won warned that the global memory chip shortage could last until 2030 and said SK Hynix will strive to stabilise prices. He also revealed the company is considering an ADR issuance in the United States to broaden funding options as it navigates a tight, capital‑intensive market.
SK Group Warns Memory Shortage Could Last to 2030, Raising Stakes for AI Growth
SK Group chairman Chey Tae-won warned at NVIDIA’s GTC that global shortages of memory chips—especially HBM used in AI accelerators—could persist until 2030. He cited systemic production bottlenecks and rising AI demand that will likely keep DRAM, NAND and HBM prices elevated and prompt further investment and strategic moves by chipmakers.
From Overnight Riches to a Margin Squeeze: Why Xiami’s (Xiaomi) Rally Has Turned Into Investor Anxiety
Xiaomi’s early 2026 euphoria has faded as the company faces a squeeze from sharply higher memory-chip prices, intensified domestic competition from Huawei, and softer demand for its EVs and handsets. Multiple brokerages have cut targets and earnings forecasts, and the stock has fallen nearly 47% from recent highs, raising broader questions about margins and strategy.
China Warns: Memory Chip Prices Surge on AI Demand, Forcing Consumer Electronics Price Rises
China’s price‑monitoring arm says DRAM and NAND prices have surged to multi‑year highs since September 2025, driven by explosive AI server demand, strategic capacity shifts by dominant suppliers, rising materials costs and downstream panic buying. The increases are already being passed on to PCs and smartphones and will weigh on manufacturing input prices and some consumer price categories until new capacity comes online.
When Memory Becomes a Bottleneck: How the AI Chip Boom Is Driving Up Car Prices
A surge in DRAM and other memory prices sparked by AI demand and producers shifting capacity away from low‑margin chips has created acute shortages of car‑grade memory. The result is higher component costs for automakers, with some firms seeing DRAM expenses for a single vehicle nearly triple and potential upward pressure on EV prices unless supply rebalances or manufacturers absorb costs.
AI-driven Memory Crunch Set to Shrink Smartphone Shipments and Send DRAM Prices Soaring
A market forecast warns that an AI-driven shortage of DRAM and NAND will depress global smartphone shipments to about 1.1 billion units this year and keep memory tight through 2027. Contract prices for DRAM and NAND are expected to surge sharply, hitting low-margin Android brands hardest while advantaging suppliers and premium device makers.
Memory Shortage Threatens to Shrink Global Smartphone Market — IDC Predicts a 2026 Downturn
IDC has reduced its 2026 smartphone shipment forecast to about 1.1 billion units, warning that a memory chip shortage and steep price rises could drive a record 13% market contraction. The shortage is forcing OEMs to cut low‑end models and push consumers toward higher‑priced devices, a structural shift that IDC expects will persist until at least mid‑2027.
Memory Shortage Could Trigger a 13% Collapse in Smartphone Shipments in 2026, IDC Warns
IDC has cut its 2026 smartphone shipment forecast to about 1.1 billion units, forecasting a roughly 13% decline driven by a memory/storage chip shortage. The disruption favours large OEMs and major memory manufacturers, risks higher prices and delayed product launches, and could lengthen replacement cycles for consumers.
A‑Shares End the Lunar Year Lower as Traders Rotate into AI Hardware; Memory and PCB Stocks Lead Sector Divergence
China’s A‑share indices closed lower on the final trading day of the Year of the Snake, with turnover subdued ahead of the Lunar New Year. Investors rotated into robotics, PCB materials and memory‑adjacent stocks after bullish commentary on embodied AI and signs of a sharp rally in DRAM prices, while CPO‑related names plunged.
Memory-Led Boom: Semiconductor Revenues Poised to Cross $1 Trillion on AI and Storage Strength
Omdia forecasts that the semiconductor industry will surpass $1 trillion in revenue by 2026, propelled primarily by a storage-led recovery and stronger AI deployment. The rebound is heavily concentrated in memory chips, while non-memory segments show only modest growth, raising questions about cycle concentration and supply-chain risk.
AI Demand Frays CPU Market: Stable Consumer Prices, Fragmented Server Tightness in Shenzhen’s Huaqiangbei
A Shenzhen market survey finds consumer CPU prices largely unchanged while server CPUs show fragmented pricing moves tied to AI demand and model-specific tightness. Traders are shifting attention to memory amid dramatic DRAM and NAND price increases, and analysts expect continued structural divergence between consumer stability and server-side episodic volatility.
Memory Market Hits a 'Super Cycle' as Prices Surge and Chinese Suppliers Reap Windfall
From Q3 2025 a sharp rally in global memory prices has produced a 'super cycle' that propelled DRAM and NAND spot prices up more than 300% cumulatively. Chinese storage suppliers have reported improved earnings, and research houses forecast continued price gains into early 2026 driven by AI and datacentre demand, though cyclical risks and capacity responses could temper the upswing.