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The global memory and storage market is entering a phase where pricing, supply, and technology roadmaps are increasingly shaped by AI demand rather than traditional consumer cycles. Recent data and vendor disclosures point to tightening conditions across DRAM, HBM, and NAND, with ripple effects now visible throughout servers, SSDs, and downstream systems. Macro Market Signals…
Read MoreA Korea Economic Daily Report Highlights Tightening Supply in the Server Memory Market According to a January 5, 2026 report from Korea Economic Daily (KED Global), South Korea’s leading memory manufacturers — Samsung Electronics and SK Hynix — are seeking to raise server DRAM contract prices by as much as 60%–70% in the first quarter…
Read MoreTL;DR The global DRAM supply shortage is expected to last until 2028, based on an internal analysis attributed to SK Hynix. Commodity DRAM supply growth is constrained by slow fab expansion and production capacity being prioritized for AI and server memory. Rising AI and data-center demand is absorbing a growing share of DRAM output, tightening…
Read MoreSmartphone and Laptop Manufacturers Face Higher Prices A Long-Standing Trend Comes Under Pressure For years, consumers have grown accustomed to steady hardware upgrades. Smartphones shipped with more memory each generation, laptops became faster and more capable, and falling component costs helped keep prices in check. That long-standing pattern is now under threat. According to multiple…
Read MoreThe DRAM supply crunch shows no signs of easing, driven by the surging demand from AI workloads and high-performance computing. What was once a cyclical market prone to oversupply has transformed into a seller’s market, with memory and storage components in increasingly short supply. Major cloud service providers (CSPs) are making unprecedented moves to secure…
Read MoreEvergreen Page — Updated with New Market Data This page provides ongoing updates on DRAM and HBM memory, covering not only pricing trends but also market share, new technology developments, major brand announcements, supply–demand dynamics, and revenue changes. Each update includes a short summary plus links to original industry sources (TrendForce, IC Insights, etc.). New…
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