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Industry giants like Samsung and SK Hynix are poised to implement a substantial hike in DRAM memory prices. This move comes in the wake of a surge in demand for High-Bandwidth Memory (HBM), fueled by the ongoing construction of AI data centers. The HBM market is on a trajectory to reach a staggering $100 billion by 2030, with the latest iteration, HBM4, commanding prices as high as $500 per unit. In parallel, the demand for general-purpose DRAM is also on the rise, with projections indicating a significant price surge in the coming year. The global semiconductor landscape is thus at a crossroads, presenting both formidable challenges and promising opportunities. Manufacturers are now tasked with navigating the complexities of supply chain management and fostering innovation to stay ahead in this competitive market.
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