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Medium2026-10-01Short term · Leans positiveLonger term · Leans positive

DRAM and NAND Prices Hit Record Highs Again in September

According to thelec.net, DRAM and NAND contract prices hit record highs again in September, reflecting sustained strong memory demand from AI servers and consumer electronics restocking. The price uptrend directly benefits SK Hynix's revenue and margins, reinforcing expectations of earnings beats and supporting the stock short term, while the medium-term outlook hinges on supply expansion pace.

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

Related coverage · 1 related reports

  • thelec.net · 10-01 18:31 KST
    DRAM, NAND Prices Hit Record Highs Again in September

    September DRAM and NAND contract prices hit record highs again as AI server and HBM demand keeps squeezing conventional memory supply. For SK Hynix, the extended price upcycle should lift revenue and margins, supporting upward earnings revisions and a positive near-term share price.

DRAM and NAND Prices Hit Record Highs Again in September · Hynix Board