Editor’s Note
This analysis highlights the surging demand for memory semiconductors, driven by AI and data center expansion, with prices for key components like DRAM and NAND projected to reach unprecedented levels. The focus on high-value products underscores a potential “supercycle,” boosting outlooks for industry leaders.
Due to increased demand for artificial intelligence (AI) and expanded investment in data centers, memory semiconductor prices such as DRAM and NAND are expected to rise sharply to record levels in the first quarter. The strength of server-oriented DRAM and high-value-added memory products is particularly notable, and expectations for the performance of domestic semiconductor companies are also rising. Samsung Electronics and SK Hynix are analyzed to see their operating profits increase significantly this year.
