Comment on Samsung, SK Reportedly Hike Server DRAM Prices 60-70% – Google, Microsoft in the Queue
tal@lemmy.today 1 week ago
According to TrendForce, the boom is expected to continue, as conventional DRAM contract prices in 1Q26 are forecast to rise 55–60% QoQ, while NAND Flash prices are expected to increase 33–38% QoQ.
And that’s in an environment where DRAM output is significantly ramping up:
theverge.com/…/micron-ram-memory-shortage-2026-ea…
Micron aims to ramp up production and expects to increase its shipments of DRAM and NAND flash memory by 20 percent next year
www.tweaktown.com/news/109011/…/index.html
SK hynix to boost DRAM production by a huge 8x in 2026, still won’t be enough for RAM shortages
fuckwit_mcbumcrumble@lemmy.dbzer0.com 1 week ago
SK 8xing production is impressive. I know open ai bought ~40% of microns memory production. So increasing production by only 20% is pretty low. But like you said they had horribly low (for them) ram prices for a few years so they’re just trying to avoid that.
Sk must be banking on Micron not matching the spike.
tal@lemmy.today 1 week ago
IIRC Micron was the only Big Three DRAM manufacturer that OpenAI didn’t get sign a contract with. I think that they signed contracts with SK Hynix and Samsung for their supply, and didn’t with Micron.
searches
Yeah:
techcrunch.com/…/openai-ropes-in-samsung-sk-hynix…
Not signing was actually probably to Micron’s advantage; I understand that OpenAI didn’t let Samsung know that they were negotiating with SK Hynix and didn’t know SK Hynix that they were negotiating with Samsung and signed both deals concurrently. That is, each of Samsung and SK Hynix probably sold the DRAM that went to OpenAI for less than they could have gotten on the open market, since neither was aware at the time of signing that the supply outside of themselves would sharply decrease during the period of the contract.