SK Hynix Latest Research Update!
SK Hynix latest research reveals memory market divergence. Server DRAM and NAND prices keep rising through 2027 while consumer demand weakens. Supply tight until 2028.
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This latest research from Hynix(SKHY 0.00%↑) industry experts shows that the most important conclusion is not “memory will continue to rise in price,” but rather:
The memory market has clearly diverged.
Server customers are most worried about not being able to secure supply, so in the short term they remain willing to accept price increases;
Mobile and other consumer electronics customers, facing declining sales and rising inventories, have already begun reducing purchases.
Even though both are memory chips, their subsequent price trends will be completely different.
Servers: Shortage Remains the Main Contradiction
Currently, major U.S. CSPs are still negotiating long-term supply agreements with memory manufacturers.
These agreements typically lock in purchase volumes for the next three to five years, but prices are not fixed for multiple years at once. Instead, they are renegotiated annually, and some contracts also include price ceilings/floors, deposits, and penalty clauses.
This shows that what cloud providers truly want to lock in is not low prices, but supply.
The research indicates that some 2027 contracts may have already preliminarily determined annual prices or price ranges, but not all customers have completed negotiations, and specific terms remain highly confidential.
