The mobile DRAM market is showing no sign of retrenchment as the wider industry stares at a ~100 percent quarter-over-quarter (QoQ) price increase in Q2 2026, building upon the 58 percent - 63 percent QoQ price growth for LPDDR5X in Q1. The mobile DRAM market shows no sign of cooling off, as Long-Term Agreements (LTAs) entrench price hikes SemiAnalysis reported just a few days back that LPDDR5 contract prices were recently hovering at around $10/GB after undergoing a 3x increase since Q1 2025. What's more, the firm expected this trend of price hikes to continue well into 2027. While DRAM […]

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Micron posted a record Q2 as DRAM demand increases, but its CEO says this is just the beginning as more memory is required for AI to reach its full capabilities. Micron CEO Sees Demand For Faster Memory To Increase Massively For AI To Reach Its Full Potential Memory & Storage maker, Micron, has seen exceptional growth across all of its businesses, which include DRAM, NAND, and HBM. The growth comes from skyrocketing demand for their products as the Agentic AI craze continues to lift off every memory and storage firm. During a conversation with CNBC, Micron's CEO said that what […]

Read full article at https://wccftech.com/micron-ceo-warns-ai-is-only-in-the-first-innings-memory-supply-tightens-dram-nand-demand/

CPUs or GPUs, but require lots of memory for running Agentic AI, and this demand is spiraling to unseen levels as DRAM constraints persist. CPUs Running Agentic AI Will Be Equipped With Up to 400 GB of Memory, Further Crushing The DRAM Supply Chain Memory makers are earning big profits but are also unable to meet the demand. We have seen reports on how major manufacturers are rapidly expanding their production facilities, but these are yet to become operational, and Samsung itself has stated that 2027 will be worse for the DRAM industry than 2026, so it's looking like a […]

Read full article at https://wccftech.com/agentic-ai-pushes-cpus-to-pack-400-gb-of-memory-4x-more-than-today/

Samsung is on the verge of facing an 18-day labor strike over a bonus dispute, which could potentially make RAM and memory even more expensive. Internal estimates put potential strike losses at up to 30 trillion won (about 20.32 billion).

Rising AI demand has already made general-purpose DRAM and NAND flash memory chips pricier, and a potential Samsung labor union strike could worsen the situation further.

The strike

The Samsung Electronics branch of the Samsung Group Super Enterprise Labor Union held a rally at the Pyeongtaek campus on the 23rd, with around 40,000 people showing up.

The union, which now counts more than 76,100 members and represents the first majority union at Samsung, is demanding that 15% of annual operating profit be distributed as performance bonuses.

The potential damage

Here’s the part the headlines aren’t emphasizing: 18 days is probably a floor, not a ceiling.

If cleanroom operations and equipment maintenance halt for any significant stretch, engineers say it takes over a month just to restore normal operating conditions.

During a memory supercycle, when the entire industry is sprinting to ship as much product as possible, a month-long slowdown compounds into something much uglier.

SK Hynix and Micron are watching this closely. If Samsung’s production stumbles, both stand to collect a premium on high-performance server DRAM and enterprise SSDs

Union leader Choi Seung-ho said Samsung would see the production losses in numbers if it kept treating workers like figures on a spreadsheet.

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