TLDRs: SK Hynix and Samsung report tight memory inventories amid surging AI infrastructure demand. Dell, HP, Lenovo, and Xiaomi move to secure chips ahead of projected price increases. Counterpoint Research forecasts memory module costs may rise by 50% through Q2 2026. China’s SMIC warns potential shortages could disrupt electronics and automotive production. As global demand [...] The post SK Hynix, Samsung See Tight Inventories Amid Rising AI Needs appeared first on CoinCentral.TLDRs: SK Hynix and Samsung report tight memory inventories amid surging AI infrastructure demand. Dell, HP, Lenovo, and Xiaomi move to secure chips ahead of projected price increases. Counterpoint Research forecasts memory module costs may rise by 50% through Q2 2026. China’s SMIC warns potential shortages could disrupt electronics and automotive production. As global demand [...] The post SK Hynix, Samsung See Tight Inventories Amid Rising AI Needs appeared first on CoinCentral.

SK Hynix, Samsung See Tight Inventories Amid Rising AI Needs

2025/11/28 16:36
3 min read

TLDRs:

  • SK Hynix and Samsung report tight memory inventories amid surging AI infrastructure demand.
  • Dell, HP, Lenovo, and Xiaomi move to secure chips ahead of projected price increases.
  • Counterpoint Research forecasts memory module costs may rise by 50% through Q2 2026.
  • China’s SMIC warns potential shortages could disrupt electronics and automotive production.

As global demand for artificial intelligence infrastructure accelerates, leading memory chip makers SK Hynix and Samsung Electronics are grappling with increasingly tight inventories, raising concerns across the tech industry.

The shortage comes as AI adoption drives a sharp uptick in data center deployments, high-performance computing, and enterprise server expansions.

Memory Demand Surges Globally

SK Hynix recently announced that its supply for 2026 has already been sold out, signaling extraordinary demand across DRAM and NAND flash memory modules.

Samsung and Micron have reported similarly constrained inventories, reflecting a market-wide squeeze. Analysts note that AI workloads, which require high-speed, high-capacity memory, are a key factor driving these trends.

Dell’s COO Jeff Clarke highlighted that the company is experiencing mounting supply pressures and rising costs across both DRAM and NAND products. “The combination of AI server growth and global supply constraints is creating a challenging environment for procurement,” Clarke said. HP’s CEO Enrique Lores echoed the sentiment, noting the company plans to adjust pricing strategically and expand supplier partnerships to mitigate shortages.

Tech Giants Stockpile Ahead

In response to the expected supply crunch, tech companies including Lenovo and Xiaomi have begun stockpiling memory chips, preparing for a market in which availability may be limited and costs rise sharply.

Apple and Lenovo both noted that their established market positions provide some buffer against supply risks, but they continue to monitor pricing pressures closely.

Industry watchers point out that proactive stockpiling may become a common strategy as demand for AI and data center hardware continues to climb. Dell, for instance, forecasts AI server sales of approximately $25 billion for the year, with total Q4 revenue projected at $31.5 billion, exceeding earlier estimates.

Prices Poised to Jump

Research from Counterpoint expects memory module prices to rise by up to 50% by the second quarter of 2026, reflecting tight supply and sustained demand.

Analysts warn that such increases could impact a broad spectrum of electronics, from consumer devices to enterprise server infrastructure.

Supply Risks Ripple Through Industry

China’s leading semiconductor manufacturer, SMIC, cautioned that persistent shortages could also hinder production in electronics and automotive sectors next year, highlighting the interconnected nature of global chip supply chains.

Meanwhile, data center operators are accelerating investments in liquid cooling and high-density solutions to accommodate next-generation AI servers, many of which rely on power-hungry GPUs. These upgrades, while costly, are becoming critical to maintaining service levels and operational efficiency.

With memory demand surging and inventories strained, tech companies are navigating a complex landscape where supply, pricing, and technological innovation intersect. Industry experts predict that without significant capacity expansion or supply chain interventions, tight memory markets could persist well into 2026, potentially affecting everything from AI server deployments to consumer electronics pricing.

The post SK Hynix, Samsung See Tight Inventories Amid Rising AI Needs appeared first on CoinCentral.

Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact service@support.mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

ADA Price Prediction: Here’s The Best Place To Make 50x Gains

ADA Price Prediction: Here’s The Best Place To Make 50x Gains

But while Cardano holds steady, Remittix is turning into the breakout story of 2025. Having raised over $25.9 million from […] The post ADA Price Prediction: Here’s The Best Place To Make 50x Gains appeared first on Coindoo.
Share
Coindoo2025/09/18 01:53
Best Crypto to Buy as Saylor & Crypto Execs Meet in US Treasury Council

Best Crypto to Buy as Saylor & Crypto Execs Meet in US Treasury Council

The post Best Crypto to Buy as Saylor & Crypto Execs Meet in US Treasury Council appeared on BitcoinEthereumNews.com. Michael Saylor and a group of crypto executives met in Washington, D.C. yesterday to push for the Strategic Bitcoin Reserve Bill (the BITCOIN Act), which would see the U.S. acquire up to 1M $BTC over five years. With Bitcoin being positioned yet again as a cornerstone of national monetary policy, many investors are turning their eyes to projects that lean into this narrative – altcoins, meme coins, and presales that could ride on the same wave. Read on for three of the best crypto projects that seem especially well‐suited to benefit from this macro shift:  Bitcoin Hyper, Best Wallet Token, and Remittix. These projects stand out for having a strong use case and high adoption potential, especially given the push for a U.S. Bitcoin reserve.   Why the Bitcoin Reserve Bill Matters for Crypto Markets The strategic Bitcoin Reserve Bill could mark a turning point for the U.S. approach to digital assets. The proposal would see America build a long-term Bitcoin reserve by acquiring up to one million $BTC over five years. To make this happen, lawmakers are exploring creative funding methods such as revaluing old gold certificates. The plan also leans on confiscated Bitcoin already held by the government, worth an estimated $15–20B. This isn’t just a headline for policy wonks. It signals that Bitcoin is moving from the margins into the core of financial strategy. Industry figures like Michael Saylor, Senator Cynthia Lummis, and Marathon Digital’s Fred Thiel are all backing the bill. They see Bitcoin not just as an investment, but as a hedge against systemic risks. For the wider crypto market, this opens the door for projects tied to Bitcoin and the infrastructure that supports it. 1. Bitcoin Hyper ($HYPER) – Turning Bitcoin Into More Than Just Digital Gold The U.S. may soon treat Bitcoin as…
Share
BitcoinEthereumNews2025/09/18 00:27
SEC Grants WisdomTree Relief for 24/7 Trading of Tokenized Fund Shares

SEC Grants WisdomTree Relief for 24/7 Trading of Tokenized Fund Shares

TLDR WisdomTree’s WTGXX fund now trades 24/7 with instant blockchain settlement. SEC issued exemptive relief to allow tokenized fund shares to trade anytime. FINRA
Share
Coincentral2026/02/25 02:29