Memory DRAM and NAND hit simultaneous record highs; SK hynix and Samsung gain
DRAM and NAND flash, both memory semiconductors, rose together to reach their highest prices since records began. Shares of SK hynix and Samsung Electronics strengthened amid a surge in demand from AI data centers.
29Memory semiconductor prices rose together to reach their highest levels since records began. Both DRAM and NAND flash were confirmed to be trending higher. SK hynix and Samsung Electronics shares also recorded gains that day.
Market participants cited sharply rising storage and processing needs at AI data centers as a key factor. They said demand for high-performance memory used in AI servers is increasing, expanding related demand. Reports said this growing demand is being reflected in memory prices.
Among related indicators, the monthly average prices of DRAM and NAND were reported to have risen together. Data showed that both products were trending higher in the monthly figures. This indicator is used to show the direction of the memory market.
By company, SK hynix and Samsung Electronics shares were strong in the market that day. A rising trend was also observed spreading across the semiconductor sector. Trading volume was reportedly above usual levels for some stocks.
Industry participants and market participants are watching the upward trend in memory prices. Attention is focused on the fact that rising memory prices directly affect the revenue and performance indicators of related companies. Monthly price indicators and corporate earnings announcements are cited as points of interest going forward.
Sources: 매일경제 산업
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