SK Hynix and Micron are also preparing to synchronize price increases

As the world's largest producer of DRAM, Samsung Electronics was the first to secure a 30% price increase, which promises to impact the entire industry.

It is reported that SK Hynix and Micron also plan similar increases in DRAM supply prices in the second quarter and are already conducting detailed negotiations with clients regarding the terms and extent of the increase.

The coordinated actions of the three leading memory manufacturers mean that buyers will face additional price pressures and reduced bargaining power.

Currently, the greatest uncertainty in the market relates to the third quarter.

DRAM manufacturing capacities at Samsung Electronics and other leading producers have not yet shown a significant jump, which indicates that demand related to artificial intelligence will continue to be the main factor influencing price dynamics.

If investments in AI infrastructure maintain their current pace and supply expansion lags behind, price growth is likely to continue; otherwise, if demand weakens, the current growth cycle may be in question.