Anonymous
11/12/2025, 3:09:17 PM
No.725637090
[Report]
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RAM prices will not go down
https://www.businesskorea.co.kr/news/articleView.html?idxno=256273
“Next year will be the first time demand for data center NAND surpasses that of the mobile sector,” adding, “Demand for NAND is exceeding supply, and this trend will continue beyond the end of next year.”
>Other major NAND suppliers are making similar assessments of the market. Samsung Electronics (005930) stated in last month’s earnings report regarding NAND market conditions, “Even considering our production capacity expansion for next year, customer demand will exceed it, resulting in a significant shortfall in supply relative to demand.” SK hynix (000660) also said that its NAND output for next year has already been “completely sold out,” adding, “Some suppliers are now seeking to sign long-term supply contracts.
What should we do about this
“Next year will be the first time demand for data center NAND surpasses that of the mobile sector,” adding, “Demand for NAND is exceeding supply, and this trend will continue beyond the end of next year.”
>Other major NAND suppliers are making similar assessments of the market. Samsung Electronics (005930) stated in last month’s earnings report regarding NAND market conditions, “Even considering our production capacity expansion for next year, customer demand will exceed it, resulting in a significant shortfall in supply relative to demand.” SK hynix (000660) also said that its NAND output for next year has already been “completely sold out,” adding, “Some suppliers are now seeking to sign long-term supply contracts.
What should we do about this
