AI晶片熱潮將導致DRAM價格飆升70%

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Mem-ageddon: AI chip frenzy to wallop DRAM prices with 70% hike

Samsung and SK hynix readying another gouge as server silicon squeeze leaves PCs and phones out in the cold

Memory prices are set to spike again as chipmakers prioritize AI server production over consumer devices, with analysts warning of a high double-digit jump in Q1 2026 alone as demand outpaces supply.

Samsung Electronics and SK hynix are reportedly planning to raise server memory prices by up to 70 percent this quarter, according to Korea Economic Daily. Combined with 50 percent increases in 2025, this could nearly double prices by mid-2026.

Memory is running out, and so are excuses for software bloat

The two Korean giants, alongside US-based Micron, dominate global memory production. All three are reallocating advanced manufacturing capacity to high-margin server DRAM and HBM chips for AI infrastructure, squeezing supply for PCs and smartphones.

Financial analysts have raised their earnings forecasts for the firms in response, as they look to benefit from the AI infrastructure boom that is driving up prices for everyone else.

Taiwan-based market watcher TrendForce reports that conventional DRAM prices already jumped 55-60 percent in a single quarter.

Yet despite the focus on server chips, supply of these components continues to be strained too, with supplier inventories falling and shipment growth reliant on wafer output increases, according to TrendForce. As a result, it forecasts that server DRAM prices will jump by more than 60 percent in the first quarter of 2026.

Prior to Christmas, analyst IDC noted the "unprecedented" memory chip shortage and warned this would have knock-on effects for both hardware makers and end users that may persist well into 2027.

"The memory market is at an inflexion point, with demand materially outpacing supply," IDC stated, claiming that while the memory industry has long been characterized by boom-and-bust cycles, this one is different.

This crunch stems from AI's voracious appetite for memory - hyperscalers like Microsoft, Google, and Amazon are driving demand that's permanently reshaping silicon wafer allocation away from consumer products (phones and PCs). This restricts the supply of general-purpose memory modules and pushes up prices across the board.

IDC expects DRAM and NAND supply growth to lag at just 16 and 17 percent respectively this year, well below historical norms.

Server prices set to jump 15% as memory costs spike

According to Reuters, shares in the big memory chip makers are rising in response, as investors rub their hands at the prospect of further price increases.

Shares in Micron surged 240 percent last year, while Samsung more than doubled and SK Hynix's market cap nearly quadrupled. Samsung's calendar Q4 operating profit is forecast to be up 160 percent, with SK hynix and Micron also expected to double profits in their next earnings disclosures.

Economists this week warned that AI infrastructure investment could fuel broader inflation as these price hikes ripple through the economy.

Happy New Year everyone! ®

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