Overview
- Samsung co-CEO TM Roh said the shortage is unprecedented and that some impact on consumer devices is inevitable.
- Roh would not rule out price increases for Galaxy phones, TVs, and home appliances as memory costs rise.
- Memory suppliers are favoring short-term supply deals, with reports indicating even Samsung’s chip unit is using short-term allocations to its mobile division.
- Producers are prioritizing high-performance server and HBM parts for AI workloads, tightening DRAM and NAND availability for consumer products.
- DDR5 prices have more than doubled and the Phison CEO projected NAND flash increases of up to 50% to 75%, while Korea and Taiwan stock indexes hit record highs on optimism for memory makers.