With DRAM contract prices set to rise 60%-70% in the 1st quarter (Q1) and NAND likely up 80%-100%, inventory at Taiwan’s memory makers could provide an NT$100 billion (US$3.2 billion) windfall, media report, adding price negotiations suggest big memory chip price increases, even doubling, should no longer be seen as a surprise due to the supply crunch caused by AI data center demand. 1/2 $Micron Tech(MU.US) $HXSCL $SSNLF #SKhynix #Samsung #Semiconductors
Source: Dan Nystedt
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