Memory chip producers are tightening their grip on pricing. Samsung and SK hynix have both signaled around 20% increases in HBM3e pricing for 2026—a move triggered by renewed export clearance for Nvidia's H200 GPUs to China, combined with accelerating adoption timelines for Google's latest TPU v7 and Amazon's Trainium3 accelerators. The supply crunch reflects intensifying competition for cutting-edge compute infrastructure, particularly as demand from AI and data center workloads continues its steep climb. This pricing power shift carries ripple effects across the entire semiconductor value chain, affecting everyone from chip designers to enterprise infrastructure operators.

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SandwichDetectorvip
· 10h ago
20% price increase? Samsung and SK Hynix are really gouging, with the AI chip shortage forcing companies to continue bleeding their wallets.
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ForkItAllDayvip
· 10h ago
Haha, Samsung is starting to cut leeks again. A 20% price increase, and it's here?
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MemeTokenGeniusvip
· 10h ago
Memory chips are going to increase in price again? Samsung and SK Hynix teaming up to harvest profits, this time a 20% increase? Forget it, I'll just continue to stay out of the market.
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