According to the South Korean Daily Economic News, Samsung will raise the prices of dynamic random-access memory (DRAM) and NAND 15-20% in the third quarter. Open source securities stated that with the reversal of the supply and demand pattern driving product prices to continue to rise, the niche storage sector is expected to officially enter an upward cycle.
According to South Korea's Daily Economic News, Samsung will raise the prices of dynamic random-access memory (DRAM) and NAND by 15-20% in the third quarter. Due to the surge in demand for artificial intelligence (AI) and intensified competition for memory security, it is expected that Samsung Electronics' performance will improve in the second half of the year. Industry insiders confirmed on the 26th that Samsung Electronics has recently informed major customers, including Dell Technologies and HP (HPE), of this price increase plan.
Open-source Securities stated that niche storage chips mainly include 4Gb DDR4 and lower DRAM, 2D NAND, NOR Flash and other categories, which are the main markets in which domestic storage companies participate. With the reversal of the supply and demand pattern pushing the continuous rise in product prices, the niche storage sector is expected to officially enter an upward cycle.
According to the Financial Data Center, among related listed companies:
Gigadevice Semiconductor Inc. has launched multiple DRAM products such as DDR4 and DDR3. The company expects to purchase DRAM foundry services worth approximately RMB 850 million in 2024, a significant increase from 2023.
As currently the largest domestic packaging substrate supplier, Shennan Circuits' main products include storage chip packaging substrates (eMMC), etc.