A surge in PC memory prices in the first half may lose momentum in the second half, a forecast said. Asus expects any additional price increases to be limited to the single digits after earlier steep rises, citing stabilising memory and storage costs and weaker tolerance for further big hikes. Markets are also watching whether SK Hynix may slow HBM output growth and raise production of commodity DRAM, potentially easing shortages and price pressure for consumer DDR5 memory.

Samsung Electronics\' global strategy meeting has shifted in tone from last year\'s emergency management to a companywide AI transformation drive, backed by a recovery in results and a return to the top spot in DRAM. The company plans to apply AI across all work areas, from R&D to production, marketing and support. It will also formally adopt external generative AI services and expand training for executives and employees this year.