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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…
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