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Samsung and SK Hynix are reportedly asking South Korean substrate suppliers to cut prices for the second half of 2026
> Earlier this year, substrate makers got a 3–4% price increase because raw-material costs like gold and copper had gone up
> Now that those costs have stabilized, Samsung and SK Hynix want to reverse that increase and bring substrate prices back down
Memory demand is still strong, but Samsung and SK Hynix are trying to keep more of the upside for themselves instead of letting substrate suppliers capture more margin
The companies that could be negatively affected are Korean substrate and PCB suppliers exposed to memory packaging and memory modules. That includes Simmtech, TLB, Korea Circuit, Daeduck Electronics and Haesung DS