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AI & Enterprise
AI chip demand surge drives storage component prices up to 900 percent, storage prices jump
Everpure CEO Charles Giancarlo (찰스 지안카를로) warned customers that the company’s product prices have risen about 70 percent since early 2026, Techzine reported. He attributed the increase to a global semiconductor shortage driven by AI demand. AI servers require far more DRAM and NAND flash than conventional servers, squeezing supply for general-purpose chips used by storage firms. Giancarlo said costs for key components jumped 300 to 900 percent after mid-2025.
Industry
SK Hynix to overhaul long-term supply contracts to prioritise volumes over price
SK Hynix is reviewing a new structure for long-term supply agreements, saying customers increasingly view securing volumes as a key risk. The company reported record quarterly revenue and operating profit for the first quarter of 2026 and said shortages of HBM, server DRAM and enterprise SSDs may persist, extending a price upcycle. It will bring forward the start of its Yongin cluster Phase 1 fab and accelerate NAND transitions and next-generation product rollouts.
Industry
SK Hynix posts Q1 operating profit of 37.6 trillion won, up 405 percent year on year
SK Hynix said on Wednesday it posted first-quarter revenue of 52.6 trillion won and operating profit of 37.6 trillion won. Revenue rose 198 percent from a year earlier and operating profit jumped 405 percent, with an operating margin of 72 percent. Quarterly revenue topped 50 trillion won for the first time. The company cited strong demand supported by expanded AI infrastructure investment and higher sales of high value-added products.
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Economy
Naphtha up 68 percent, ethylene up 61 percent as March producer prices post biggest rise in 4 years
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Industry
SK hynix results D-1 stirs market buzz as shares hit record high again
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Industry
AI HBM capacity investment keeps general-purpose memory shortage until 2027
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Industry
SK Hynix starts mass production of 192GB memory module for AI servers
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Finance
Bitcoin bottom may still lie ahead as Anthropic launches Claude Opus 4.7
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Games & Commerce
Chipflation drives up console and PC prices, raising fears gaming becomes an expensive hobby
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Industry
PC DRAM price rise slows, demand broadening in focus
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AI & Enterprise
ETRI demonstrates next-generation DRAM architecture without capacitors
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Industry
Samsung Electronics\' 57 trillion won earnings clue emerges in Taiwan as memory distributor posts record sales
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Industry
SK Hynix earnings surprise likely as NAND exports surge
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Industry
Samsung Electronics posts 57.2 trillion won earnings surprise, beating estimates on semiconductor boom
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Industry
Samsung Electronics Q1 operating profit 57.2 trillion won, up 755 percent
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Industry
GPU rental rates jump 40 percent in six months as HBM, DRAM shortages deepen
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Industry
Memory to account for 30 percent of hyperscalers\' capex in 2026 on AI demand
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Industry
RAM price drop signals do not mean it is time to buy; DDR4, DDR5 normalisation still away