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The memory market has just entered a state of emergency. As we move into early March 2026, the tech industry is grappling with a supply-chain shock that is being dubbed “Rampocalypse 2.0.” What was once a predicted “cyclical recovery” has mutated into a full-blown crisis, led by a historic pricing maneuver from Samsung Electronics. The…
Read MoreSamsung’s reported 100% increase in NAND Flash contract prices in Q1 2026 confirms the trend we forecasted in our previous market outlook report: AI data center demand is driving a sustained upcycle in memory pricing. DRAM prices have already been rising continuously due to AI workload growth and capacity constraints, and NAND is now following…
Read MoreSamsung hikes memory chip prices by up to 60% (image credits: samsung.com) Samsung’s memory price Surges by as much as 60% since September, according to a Reuters report published Friday [1]. The move marks one of the steepest short-term price increases in the DRAM market in years — and underscores how surging demand from AI…
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