TREE NEWS reports: SK Hynix said its third-quarter DRAM average selling price rose by more than 20% quarter-on-quarter, in the high-20% range, while NAND ASPs increased by more than 20% in the mid-20% range. The chipmaker expects DRAM market demand to grow by more than 20% year-on-year in 2027, with NAND demand up in the high-teens percentage range. It also forecast declines in PC and smartphone shipments due to cost pressure from rising memory chip prices and supply shortages.
SK Hynix: Q3 DRAM Average Selling Price Up Over 20% QoQ
AI take
The pricing power here is double-edged: SK Hynix is capturing margin on memory, but its own guidance flags PC and smartphone shipment declines as rising chip costs and shortages feed through to device makers. That transmission matters for anyone tracking hardware demand or the cost base of consumer electronics, not just memory suppliers. The 2027 demand outlook is the forward-looking anchor, and the open question is whether device-side cost pressure erodes that projected growth before it materializes.
Generated by AI for reference only.
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