BlockBeats news, on August 4, the storage market continues to heat up, with multiple institutions predicting that DRAM and NAND prices will continue to rise driven by supply constraints and demand for AI computing power.
SK Hynix and SanDisk have released the first industry standard specification for High Bandwidth Flash (HBF), advancing the development of next-generation storage technology. Meanwhile, the average selling price of South Korea's single-level NAND products rose 35% month-over-month in July, reaching a record high.
TrendForce expects that, due to supply shortages, the fixed transaction price for PC DRAM in the third quarter of 2026 could rise by 15% to 20% quarter-over-quarter. Additionally, reports indicate that the world's three largest memory manufacturers have completed negotiations for their full-year 2027 capacity allocations, with DRAM and HBM capacities largely sold out.
In terms of the industrial chain, Samsung Electronics' wafer foundry business is expected to reach 100% capacity utilization this year. Counterpoint data shows that Samsung Electronics is expanding its market share advantage in DRAM, intensifying competition between Micron and SK Hynix.
In the end-market, tight memory supply has affected the availability of consumer electronics. Reports indicate that MacBook Air is experiencing supply constraints due to memory shortages.
Additionally, South Korean AI chip unicorn DeepX is reportedly seeing its valuation surge fourfold to KRW 3.14 trillion, reflecting continued strong demand in the AI chip and memory supply chain.