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News
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Citi Raises Memory Price Forecasts Sharply as AI Infrastructure Demand Accelerates
The global memory market may be entering a far more aggressive upcycle than previously expected. According to recent projections from Citigroup, average DRAM prices could surge by as much as 200% in 2026, while NAND flash prices may rise approximately 186% year-over-year. The revised outlook ...Read More -
AI Demand Pushes DRAM Prices Up 90% and Supply Hits Record Low
Record Profits: AI Memory Becomes Samsung’s Core Revenue Engine Samsung just reported one of the strongest quarters in its history: Semiconductor division profit surged ~49x year-on-year Total operating profit reached $36B+ ~94% of profit comes from chips (mainly memory) This confirms a major ...Read More -
Enterprise Server Demand Shows Signs of Recovery in 2026
After a relatively cautious 2024–2025 period, demand for enterprise server hardware is gradually picking up in early 2026. Several system integrators report that delayed infrastructure upgrades are now being released, especially in virtualization and hybrid cloud environments. One noticeable trend ...Read More -
AI Demand Drives Record-High Enterprise SSD Prices in Q1 2026
Market research firm TrendForce has reported that prices for enterprise solid-state drives (SSDs) surged by a record 53% to 58% in the first quarter of 2026 compared to the previous quarter. This unprecedented price hike is being driven by explosive demand from hyperscalers and data centers ...Read More -
AI PC Storage: SK hynix Begins Shipping World's First 321-Layer QLC SSD to Dell
SK hynix has announced it has begun shipping its latest solid-state drive (SSD), the PQC21, to major customers like Dell. This new storage solution is the industry's first to utilize 321-layer QLC (quad-level cell) NAND flash technology and is designed specifically for next-generation artificial ...Read More
