Допис

$SKHYNIX Memory supply is getting tight. South Korea’s DRAM export volume fell 13.2%, yet export value jumped 18.5%, with average prices surging 36.6% to $22.90. Some 36GB HBM3E spot units reportedly reached ~$2,100—4–5x contract prices. HBM4 requires even more DRAM capacity, while AI GPU demand keeps rising. Hynix expects the shortage could persist toward 2030 and is investing KRW 54.3T through 2031. If HBM and DRAM prices stay firm and AI giants keep locking in capacity. #OKXOrbitTopics