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Industry

RAM, SSD prices may rise further as U.S. cloud demand tightens DRAM supply

RAM prices could rise further toward the end of 2026 as DRAM supply remains tight and demand from U.S. cloud service providers grows, TrendForce said. Early talks on fourth-quarter contract prices point to possible increases. A YMTC official said the global memory shortage could last at least three more years, noting recent chip price hikes and a shift toward higher-margin products. YMTC’s moves may also affect SSD prices.

AI & Enterprise

Apple removes replaceable SSD from M6 Mac mini, adopts soldered design

Apple has removed the detachable storage design from its new M6 and M5 Pro Mac mini, making third-party SSD upgrades effectively impossible. The NAND storage is soldered directly to the logic board, unlike the 2024 M4 Mac mini, which used a detachable NAND module that could be replaced with compatible products. Prices have also risen, with the M6 starting at $899 and a 2TB configuration totaling about $1,899.

Industry

Chipmakers\' big two see combined Q3 operating profit near 180 trillion won, record high expected

Samsung Electronics and SK Hynix are expected to post record-high third-quarter profits as higher DRAM and NAND flash prices lift memory earnings. Their combined semiconductor operating profit is forecast at 177 trillion won, industry sources said. Analysts see Samsung\'s companywide operating profit at 103.6 trillion won and its DS division at 104 trillion won, while SK Hynix is estimated to earn 73 trillion won. Currency assumptions and HBM4 shipments are also in focus.