TLDRs: SK Hynix and Samsung report tight memory inventories amid surging AI infrastructure demand. Dell, HP, Lenovo, and Xiaomi move to secure chips ahead of projected price increases. Counterpoint Research forecasts memory module costs may rise by 50% through Q2 2026. China’s SMIC warns potential shortages could disrupt electronics and automotive production. As global demand [...] The post SK Hynix, Samsung See Tight Inventories Amid Rising AI Needs appeared first on CoinCentral.TLDRs: SK Hynix and Samsung report tight memory inventories amid surging AI infrastructure demand. Dell, HP, Lenovo, and Xiaomi move to secure chips ahead of projected price increases. Counterpoint Research forecasts memory module costs may rise by 50% through Q2 2026. China’s SMIC warns potential shortages could disrupt electronics and automotive production. As global demand [...] The post SK Hynix, Samsung See Tight Inventories Amid Rising AI Needs appeared first on CoinCentral.

SK Hynix, Samsung See Tight Inventories Amid Rising AI Needs

2025/11/28 16:36

TLDRs:

  • SK Hynix and Samsung report tight memory inventories amid surging AI infrastructure demand.
  • Dell, HP, Lenovo, and Xiaomi move to secure chips ahead of projected price increases.
  • Counterpoint Research forecasts memory module costs may rise by 50% through Q2 2026.
  • China’s SMIC warns potential shortages could disrupt electronics and automotive production.

As global demand for artificial intelligence infrastructure accelerates, leading memory chip makers SK Hynix and Samsung Electronics are grappling with increasingly tight inventories, raising concerns across the tech industry.

The shortage comes as AI adoption drives a sharp uptick in data center deployments, high-performance computing, and enterprise server expansions.

Memory Demand Surges Globally

SK Hynix recently announced that its supply for 2026 has already been sold out, signaling extraordinary demand across DRAM and NAND flash memory modules.

Samsung and Micron have reported similarly constrained inventories, reflecting a market-wide squeeze. Analysts note that AI workloads, which require high-speed, high-capacity memory, are a key factor driving these trends.

Dell’s COO Jeff Clarke highlighted that the company is experiencing mounting supply pressures and rising costs across both DRAM and NAND products. “The combination of AI server growth and global supply constraints is creating a challenging environment for procurement,” Clarke said. HP’s CEO Enrique Lores echoed the sentiment, noting the company plans to adjust pricing strategically and expand supplier partnerships to mitigate shortages.

Tech Giants Stockpile Ahead

In response to the expected supply crunch, tech companies including Lenovo and Xiaomi have begun stockpiling memory chips, preparing for a market in which availability may be limited and costs rise sharply.

Apple and Lenovo both noted that their established market positions provide some buffer against supply risks, but they continue to monitor pricing pressures closely.

Industry watchers point out that proactive stockpiling may become a common strategy as demand for AI and data center hardware continues to climb. Dell, for instance, forecasts AI server sales of approximately $25 billion for the year, with total Q4 revenue projected at $31.5 billion, exceeding earlier estimates.

Prices Poised to Jump

Research from Counterpoint expects memory module prices to rise by up to 50% by the second quarter of 2026, reflecting tight supply and sustained demand.

Analysts warn that such increases could impact a broad spectrum of electronics, from consumer devices to enterprise server infrastructure.

Supply Risks Ripple Through Industry

China’s leading semiconductor manufacturer, SMIC, cautioned that persistent shortages could also hinder production in electronics and automotive sectors next year, highlighting the interconnected nature of global chip supply chains.

Meanwhile, data center operators are accelerating investments in liquid cooling and high-density solutions to accommodate next-generation AI servers, many of which rely on power-hungry GPUs. These upgrades, while costly, are becoming critical to maintaining service levels and operational efficiency.

With memory demand surging and inventories strained, tech companies are navigating a complex landscape where supply, pricing, and technological innovation intersect. Industry experts predict that without significant capacity expansion or supply chain interventions, tight memory markets could persist well into 2026, potentially affecting everything from AI server deployments to consumer electronics pricing.

The post SK Hynix, Samsung See Tight Inventories Amid Rising AI Needs appeared first on CoinCentral.

Sorumluluk Reddi: Bu sitede yeniden yayınlanan makaleler, halka açık platformlardan alınmıştır ve yalnızca bilgilendirme amaçlıdır. MEXC'nin görüşlerini yansıtmayabilir. Tüm hakları telif sahiplerine aittir. Herhangi bir içeriğin üçüncü taraf haklarını ihlal ettiğini düşünüyorsanız, kaldırılması için lütfen [email protected] ile iletişime geçin. MEXC, içeriğin doğruluğu, eksiksizliği veya güncelliği konusunda hiçbir garanti vermez ve sağlanan bilgilere dayalı olarak alınan herhangi bir eylemden sorumlu değildir. İçerik, finansal, yasal veya diğer profesyonel tavsiye niteliğinde değildir ve MEXC tarafından bir tavsiye veya onay olarak değerlendirilmemelidir.

Ayrıca Şunları da Beğenebilirsiniz

SEC issues investor guide on crypto wallets and custody risks

SEC issues investor guide on crypto wallets and custody risks

The SEC released a guide on crypto wallets and custody for investors.
Paylaş
Cryptopolitan2025/12/14 08:38
UK Looks to US to Adopt More Crypto-Friendly Approach

UK Looks to US to Adopt More Crypto-Friendly Approach

The post UK Looks to US to Adopt More Crypto-Friendly Approach appeared on BitcoinEthereumNews.com. The UK and US are reportedly preparing to deepen cooperation on digital assets, with Britain looking to copy the Trump administration’s crypto-friendly stance in a bid to boost innovation.  UK Chancellor Rachel Reeves and US Treasury Secretary Scott Bessent discussed on Tuesday how the two nations could strengthen their coordination on crypto, the Financial Times reported on Tuesday, citing people familiar with the matter.  The discussions also involved representatives from crypto companies, including Coinbase, Circle Internet Group and Ripple, with executives from the Bank of America, Barclays and Citi also attending, according to the report. The agreement was made “last-minute” after crypto advocacy groups urged the UK government on Thursday to adopt a more open stance toward the industry, claiming its cautious approach to the sector has left the country lagging in innovation and policy.  Source: Rachel Reeves Deal to include stablecoins, look to unlock adoption Any deal between the countries is likely to include stablecoins, the Financial Times reported, an area of crypto that US President Donald Trump made a policy priority and in which his family has significant business interests. The Financial Times reported on Monday that UK crypto advocacy groups also slammed the Bank of England’s proposal to limit individual stablecoin holdings to between 10,000 British pounds ($13,650) and 20,000 pounds ($27,300), claiming it would be difficult and expensive to implement. UK banks appear to have slowed adoption too, with around 40% of 2,000 recently surveyed crypto investors saying that their banks had either blocked or delayed a payment to a crypto provider.  Many of these actions have been linked to concerns over volatility, fraud and scams. The UK has made some progress on crypto regulation recently, proposing a framework in May that would see crypto exchanges, dealers, and agents treated similarly to traditional finance firms, with…
Paylaş
BitcoinEthereumNews2025/09/18 02:21