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Samsung Electronics plans to raise the average selling price of DRAM in the third quarter of this year by 20% quarter-on-quarter, and has already verbally informed some customers of the price increase. Industry insiders confirm that the relevant price adjustments have been communicated since June and are expected to gradually pass through to consumer electronics terminal prices.
As demand from AI servers, high-performance computing, and other areas continues to grow, the memory chip industry's cycle is recovering. The DRAM price hike also signals that the semiconductor supply chain is poised for a new round of recovery.