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Medium2026-09-28Short term · Leans positiveLonger term · Leans positive

DRAM Module Market Surges 59%, Shortage May Last Until 2028

36Kr reports that the DRAM module market surged 59% and that memory chips have entered an AI-driven new era, with tight supply potentially lasting until 2028. Prolonged shortages would strengthen pricing power and earnings leverage for SK Hynix and other memory makers, a medium-term positive, though capacity expansion and demand swings remain risks.

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

Related coverage · 2 related reports

  • eu.36kr.com · 09-28 13:00 KST
    DRAM Module Market Surges 59%, Shortage May Last Until 2028

    An industry report says the DRAM module market grew 59%, with shortages unlikely to ease before 2028. For SK Hynix, prolonged tight supply supports memory pricing and earnings expectations, a positive sentiment signal for the stock.

  • eu.36kr.com · 09-28 13:00 KST
    Memory Chips Enter New Era, Reshaping Industry Landscape

    The article discusses memory chips entering a new era and shifting industry dynamics, touching on high-value products like HBM. SK Hynix could benefit from its HBM leadership, making it a medium-term positive narrative.

DRAM Module Market Surges 59%, Shortage May Last Until 2028 · Hynix Board