Key Metrics
12.09
Heat Index-
Impact LevelMedium
-
Scope LevelGlobal
-
Last Update2026-02-21
Key Impacts
Positive Impacts (12)
SK Hynix
Micron Technology
NAND Flash Contract Price
Samsung Electronics – Memory Division
DRAM Spot Price Index
Semiconductor Materials (Silicon Wafers & Chemicals)
Negative Impacts (3)
PC & Notebook OEM Sector
Smartphone Manufacturers
Hyperscale Cloud Service Providers
Total impacts: 15 |
Positive: 12 |
Negative: 3
Event Overview
Strong AI customer demand and limited supply growth are driving a continuous increase in memory prices, expected to last until 2026. Low inventory levels and unmet demand enhance suppliers' negotiation power.
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SK海力士预测内存价格将持续上涨至2026年
2026-02-21 18:43
SK海力士在与高盛集团的线上会议中表示，由于AI客户需求强劲和供应增长受限，预计内存价格将在2026年持续上涨。目前，其DRAM和NAND产品的库存水平仅维持在约四周左右，这增强了供应商在定价谈判中的话语权。SK海力士还指出，今年没有任何客户能够完全满足其对内存的需求。
Total records: 1