Big three memory chip manufacturers policing customers to prevent hoarding — employee says industry relationships ‘matter in a crunch’

https://fed.brid.gy/r/https://www.tomshardware.com/pc-components/dram/big-three-memory-chip-manufacturers-policing-customers-to-prevent-hoarding-employee-says-industry-relationships-matter-in-a-crunch

Samsung, SK hynix and Micron Reportedly Rein In Orders to Curb Hoarding as Supply Tightness Persists

Memory tightness persists. According to Nikkei Asia, sources say the three major memory chipmakers—Micron, SK hynix, and Samsung Electronics—have step…

Samsung derrota rivais e se torna maior fabricante de chips de memória do planeta

https://fed.brid.gy/r/https://tecnoblog.net/noticias/samsung-derrota-rivais-e-se-torna-maior-fabricante-de-chips-de-memoria/

Samsung Electronics reports a sharp increase in memory chip prices, with DRAM average selling prices up 40% quarter-on-quarter and NAND prices rising by more than 20%.
#YonhapInfomax #SamsungElectronics #DRAM #NAND #AverageSellingPrice #QuarterlyGrowth #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=102721

How much the global market leader earns from the memory crisis

SK Hynix doubles its operating profit, creating a record year. Investors primarily benefit from this.

https://www.heise.de/en/news/How-much-the-global-market-leader-earns-from-the-memory-crisis-11157365.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#DRAM #Geschäftszahlen #IT #FlashSpeicher #Hynix #Speicher #Wirtschaft #news

So viel verdient der Weltmarktführer an der Speicherkrise

SK Hynix verdoppelt seinen Betriebsgewinn und schafft so ein Rekordjahr. Davon profitieren primär die Anleger.

https://www.heise.de/news/So-viel-verdient-der-Weltmarktfuehrer-an-der-Speicherkrise-11157267.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#DRAM #Geschäftszahlen #IT #FlashSpeicher #Hynix #Speicher #Wirtschaft #news

Apple 或維持 iPhone 18 售價不變　吸收記憶體成本保市場佔有率
Apple 分析師郭明錤表示，雖然 2026 年 DRAM 短缺將衝擊智能電話製造商，Apple 仍計劃維持 iPhone 18 系列起售價，意味着 Apple 寧願犧牲部分毛利率，也要在記憶體短缺潮中保持競爭優勢。
#手提電話 #Apple #DRAM #iPhone 18
https://unwire.hk/2026/01/28/apple-maintain-iphone-18-price/mobile-phone/?utm_source=rss&utm_medium=rss&utm_campaign=apple-maintain-iphone-18-price

Apple to Hold iPhone 18 Price Steady Despite Memory Crisis

TentorTech reports that despite a major memory shortage, Apple plans to keep the starting price of the iPhone 18 steady. A significant industry-wide shortage of DRAM and NAND chips, driven by intense AI server demand, is forcing costs up for all smartphone makers. While this will pressure Apple's profit margins, the company's immense market leverage allo...

#iPhone 18 #Apple news #tech shortage #memory chips #DRAM shortage #TentorTech

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

https://www.buysellram.com/blog/amsung-nand-prices-jump-100-in-q1-2026/

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

https://www.buysellram.com/blog/amsung-nand-prices-jump-100-in-q1-2026/

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

https://www.buysellram.com/blog/amsung-nand-prices-jump-100-in-q1-2026/

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

As generative AI, RAG, and agent-based systems move into production, storage demand is rising in both scale and performance. NAND Flash is no longer a commodity component but a strategic infrastructure asset. With supply constraints persisting and suppliers retaining pricing power, elevated NAND and SSD prices are likely to continue through 2027, affecting enterprise budgets, consumer device pricing, and increasing the value of secondary storage markets.

https://www.buysellram.com/blog/amsung-nand-prices-jump-100-in-q1-2026/

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

As generative AI, RAG, and agent-based systems move into production, storage demand is rising in both scale and performance. NAND Flash is no longer a commodity component but a strategic infrastructure asset. With supply constraints persisting and suppliers retaining pricing power, elevated NAND and SSD prices are likely to continue through 2027, affecting enterprise budgets, consumer device pricing, and increasing the value of secondary storage markets.

https://www.buysellram.com/blog/amsung-nand-prices-jump-100-in-q1-2026/

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

As generative AI, RAG, and agent-based systems move into production, storage demand is rising in both scale and performance. NAND Flash is no longer a commodity component but a strategic infrastructure asset. With supply constraints persisting and suppliers retaining pricing power, elevated NAND and SSD prices are likely to continue through 2027, affecting enterprise budgets, consumer device pricing, and increasing the value of secondary storage markets.

https://www.buysellram.com/blog/amsung-nand-prices-jump-100-in-q1-2026/

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

https://www.buysellram.com/blog/amsung-nand-prices-jump-100-in-q1-2026/

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

As generative AI, RAG, and agent-based systems move into production, storage demand is rising in both scale and performance. NAND Flash is no longer a commodity component but a strategic infrastructure asset. With supply constraints persisting and suppliers retaining pricing power, elevated NAND and SSD prices are likely to continue through 2027, affecting enterprise budgets, consumer device pricing, and increasing the value of secondary storage markets.

https://www.buysellram.com/blog/amsung-nand-prices-jump-100-in-q1-2026/

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

https://www.buysellram.com/blog/amsung-nand-prices-jump-100-in-q1-2026/

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #Tech

According to #gamersnexus 70% of the #DRAM supply is going towards the production of worthless slop, or #AI as they call it. https://youtu.be/SQ2GNxZVnKI?si=OMeeHqoUBR13pW8E #GrandTheftAutocomplete

This think about ChangXin RAM (CXMT) was eye opening.

Politicians say they have ties with the Chinese army. Guess what other companies have ties with the US Army: Micron.

Even if there are valid concerns, this is basically supression of competition.

https://www.youtube.com/watch?v=qzfhhAfxK-A

The Market does not regulates itself, it protects itself.

#Technology #Computer #Computers #CXMT #ChangXin #China #RAM #DRAM #AIHardware #AI #ArtificialIntelligence #GamersNexus

The Rise of Chinese Memory
(when there's a dearth or vacuum...)
#GamersNexus
#dram #ddr4 #ddr5 #memory #ymtc #cxmt #skhynix #samsung #micron #monopoly #cartel #espionage #doj
https://www.youtube.com/watch?v=qzfhhAfxK-A