Yonhap Infomax NewsApr 7
Samsung Electronics' record 57 trillion won Q1 operating profit shifts market focus to memory rival SK Hynix, with analysts expecting similar dramatic results driven by surging memory prices and HBM demand, potentially reaching 46-47 trillion won versus consensus of 36 trillion won.
#YonhapInfomax #SamsungElectronics #SKHynix #OperatingProfit #HBM #MemoryPrices #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114035
'If Samsung Electronics Posts 57 Trillion Won Operating Profit, What About SK Hynix?' - Eyes Turn to Memory Rival

Samsung Electronics' record 57 trillion won Q1 operating profit shifts market focus to memory rival SK Hynix, with analysts expecting similar dramatic results driven by surging memory prices and HBM demand, potentially reaching 46-47 trillion won versus consensus of 36 trillion won.

Yonhap Infomax
NewsletterTFMar 31

CORSAIR DDR5 SALE OFFERS TEMPORARY RESPITE AMIDST STRUCTURAL PRICE SHIFTS

Corsair offers a 25% discount on DDR5 memory until March 26, 2026. Find out if this sale helps with rising DRAM prices and AI chip demand.

#Corsair, #DDR5, #RAMSale, #TechDeals, #MemoryPrices

https://newsletter.tf/corsair-ddr5-sale-25-percent-off-until-march-2026/

NewsletterTFMar 31

Corsair's DDR5 memory is now 25% off, but DRAM contract prices are set to jump by up to 95% this quarter. This sale is a short break from rising costs.

#Corsair, #DDR5, #RAMSale, #TechDeals, #MemoryPrices
https://newsletter.tf/corsair-ddr5-sale-25-percent-off-until-march-2026/

Corsair DDR5 Sale Offers 25% Off Until March 26, 2026, Amid Price Hikes

Corsair offers a 25% discount on DDR5 memory until March 26, 2026. Find out if this sale helps with rising DRAM prices and AI chip demand.

NewsletterTF
Yonhap Infomax NewsFeb 25
HP forecasts fiscal 2026 earnings near the low end of guidance due to rising memory costs, sending shares down 6.67% in after-hours trading despite strong Q1 results.
#YonhapInfomax #HP #MemoryPrices #EarningsOutlook #AfterHoursTrading #Q1Results #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=106659
HP Says Rising Memory Prices Weigh on Earnings Outlook—Shares Fall After Hours

HP forecasts fiscal 2026 earnings near the low end of guidance due to rising memory costs, sending shares down 6.67% in after-hours trading despite strong Q1 results.

Yonhap Infomax
tech news ᳇ eicker.newsFeb 16
#DRAM and #NAND #memoryprices have surged over 600% in the past year, driven by #AIserver demand. This has severely impacted consumer electronics like routers and set-top boxes, with memory costs now exceeding 20% of the bill of materials for low-to-mid-end routers. https://counterpointresearch.com/en/insights/7times-memory-price-surge-threatens-telcos-broadband-router-set-topbox-supply?eicker.news #tech #media #news
600% Memory Price Surge Threatens Telcos’ Broadband Router, Set-Top Box Supply

DRAM and NAND memory prices have jumped more than 600% over the last one year for consumer applications, driven by surging demand from higher-margin AI server segments.Prices are expected to rise through June 2026, with supply constraints likely to persist even if costs peak in the first half of 2026.Routers are hit the hardest, especially for OEMs with an unsecured supply and weaker negotiating power.Memory contribution to the router BOM has gone up to more than 20% share from 3% a year ago.Seoul, Beijing, Boston, Fort Collins, Hong Kong, London, New Delhi, Taipei, Tokyo – Feb 11, 2026

Yonhap Infomax NewsFeb 4
Set makers like Samsung and LG face a dilemma as soaring memory prices force them to choose between raising product prices or accepting shrinking margins, with bargaining power shifting to chip suppliers and profitability under pressure.
#YonhapInfomax #MemoryPrices #SamsungElectronics #SetMakers #ProfitMargins #AI #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=103711
[Memory Supercycle] Price Hikes VS Margin Squeeze—Set Makers at a Crossroads

Set makers like Samsung and LG face a dilemma as soaring memory prices force them to choose between raising product prices or accepting shrinking margins, with bargaining power shifting to chip suppliers and profitability under pressure.

Yonhap Infomax
Yonhap Infomax NewsJan 28
LG Display is closely monitoring the surge in memory chip prices, warning of potential impacts on panel demand and pricing, as Q4 profit more than triples despite lower sales.
#YonhapInfomax #LGDisplay #MemoryPrices #OperatingProfit #PanelDemand #Q4Earnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=102486
Soaring Memory Prices Prompt LG Display to Closely Monitor Demand Fluctuations and Market Trends

LG Display is closely monitoring the surge in memory chip prices, warning of potential impacts on panel demand and pricing, as Q4 profit more than triples despite lower sales.

Yonhap Infomax
Yonhap Infomax NewsJan 8
SanDisk shares have surged nearly 50% this year, driven by soaring memory prices and AI-fueled demand, with analysts citing unprecedented growth and further upside potential.
#YonhapInfomax
#SanDisk #MemoryPrices #AIDemand #SharePrice #WesternDigital
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=98916
Unofficial PetaPixel BotDec 30
ProGrade to Increase Memory Card Prices By Up to 123% in Japan https://petapixel.com/2025/12/30/prograde-to-increase-memory-card-prices-by-up-to-123-in-japan/ #progradedigital #memoryshortage #priceincrease #memoryprices #memorycards #Industry #prograde #storage #memory #News #ssd
ProGrade to Increase Memory Card Prices By Up to 123% in Japan

No word yet on ProGrade Digital's U.S. prices.

PetaPixel
NömenlōonyDec 15

I just found a 1 megabyte AMIGA SIMM memory module in a box of various junk at work. What's it worth based on current memory prices and can I buy a yacht?

#memoryprices #ramprices #ramcost