AI memory demand lifts Samsung, SK Hynix 2027 outlook

DIGITIMESOctober 19, 2026en

AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting expectations for Samsung Electronics and SK Hynix in 2027, although weak consumer demand and long-term agreement (LTA) price caps will limit further increases.

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