The wave of price increases for memory chips continues. According to brokerage China and research firm DigiTimes in a recently released report, the price of high-bandwidth memory is expected to double in 2027 due to the surge in AI demand and structural bottlenecks in production capacity. Meanwhile, Guo Luzheng, CEO of SK Hynix, said that 2027 is expected to be the year with the worst supply shortage in the memory chip industry. There are various signs that the trend of price increases in the memory chip industry is intensifying. The chairman of Aegang, a major storage module manufacturer, recently revealed that in the third quarter of 2026, the price of memory chips will continue to rise. In its latest report released in July, UBS drastically raised memory chip price expectations, saying that DRAM prices will rise 32% in the third quarter and another 18% in the fourth quarter; NAND Flash prices are expected to rise 30% in the third quarter and another 12% in the fourth quarter.

The wave of price increases for memory chips continues. According to brokerage China and research firm DigiTimes in a recently released report, the price of high-bandwidth memory is expected to double in 2027 due to the surge in AI demand and structural bottlenecks in production capacity. Meanwhile, Guo Luzheng, CEO of SK Hynix, said that 2027 is expected to be the year with the worst supply shortage in the memory chip industry. There are various signs that the trend of price increases in the memory chip industry is intensifying. The chairman of Aegang, a major storage module manufacturer, recently revealed that in the third quarter of 2026, the price of memory chips will continue to rise. In its latest report released in July, UBS drastically raised memory chip price expectations, saying that DRAM prices will rise 32% in the third quarter and another 18% in the fourth quarter; NAND Flash prices are expected to rise 30% in the third quarter and another 12% in the fourth quarter.