Medium2026-09-30Short term · Leans positiveLonger term · Leans positive

Samsung, Hynix DRAM to Rise Further; Server Prices Seen Up 20% in Q4

Samsung and SK hynix DRAM prices are expected to rise further, with server prices seen up 20% in Q4. This reflects tight memory supply and strong AI demand, boosting earnings expectations for both companies. It is a positive catalyst for the stocks and may persist into next year.

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

Related coverage · 2 related reports

v.daum.net · 09-30 05:21 KST
Samsung, Hynix DRAM to Rise Further; Server Prices Seen Up 20% in Q4
Server DRAM prices are forecast to rise up to 20% in Q4, benefiting Samsung and SK hynix. If realized, the hike would directly improve Hynix's margins and earnings outlook, serving as a positive catalyst for the stock.
finance.biggo.com · 09-30 00:35 KST
Bernstein: Memory Supercycle Intensifies, DRAM and NAND Prices Up Nearly 20% This Quarter
Bernstein says the memory supercycle is intensifying, with DRAM and NAND contract prices up nearly 20% this quarter amid persistent tight supply. As a key supplier of both, SK Hynix gains pricing power and earnings leverage, and the price-hike narrative could drive upgrades to both the stock and profit forecasts.