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The worldwide memory market is anticipated to see a sustained rise in prices through 2025. Samsung and SK Hynix, both industry titans in the storage sector, commanding over 70% of the total memory production capacity, have chosen not to ramp up their production volumes. Instead, they are focusing on maximizing profitability. Samsung has repurposed some of its NAND flash production lines to manufacture DRAM, aiming to satisfy the burgeoning demand for AI servers. The price surge for its high-capacity server DRAM has soared by up to 70%, yet the supply continues to lag behind the robust demand. Similarly, SK Hynix has already fully committed the production capacities of all its key product lines for 2025. Some customers have gone so far as to place advance orders for products scheduled for 2026.
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