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Medium2026-09-23Short term · Leans positiveLonger term · Leans positive

Memory Prices Soar: 1Gb DRAM Hits 50 Yuan, Pricier Than 2nm

XFastest News reported that memory prices have surged, with 1Gb DRAM quoted at 50 yuan, making it pricier per unit than 2nm logic chips. Rising memory prices directly benefit makers like SK Hynix through higher revenue and margins, and a sustained rally could significantly improve its earnings outlook.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • XFastest News · 09-23 04:08 KST
    Memory Prices Soar: 1Gb DRAM Hits 50 Yuan, Pricier Than 2nm

    Reports say 1Gb DRAM die prices have hit 50 yuan, even exceeding TSMC's 2nm process, signaling extremely tight memory supply-demand. If price hikes persist, earnings leverage for SK Hynix and peers strengthens, supporting shares, though investors should watch for high prices dampening end demand and triggering a cycle reversal.

Memory Prices Soar: 1Gb DRAM Hits 50 Yuan, Pricier Than 2nm · Hynix Board