Topic
Supply, pricing and profitability across DRAM, NAND and high-bandwidth memory, the most cyclical segment of the semiconductor industry.
Counterpoint Research's tracker puts the 2026 rise on phones already on sale at 15% on average, as memory chip prices climbed fourfold since Q4 2025. Over 40% of models were repriced, an industry first by its account.
Reality
Counterpoint Research projects DRAM for humanoid robots will grow about 20-fold, from 8,300 terabits this year to 172,000 terabits in 2030. Memory per robot only about doubles, so by our calculation unit volume carries the rest.
Reality
South Korea exported a record $120.94 billion in September, up 83.5%, with chips supplying $60.3 billion. A $1 trillion year now needs only about $62 billion a month, so the open question is how much of the chip surge is price.
Reality
Micron's fiscal fourth-quarter revenue reached $54.23 billion, up from $11.32 billion a year earlier, on demand for memory in AI data centers. Guidance of about $61.5 billion for the next quarter makes memory pricing a cost that teams building AI hardware should plan for through 2027.
Perspective Coverage
5 publishersReality
Lutnick says Washington is "not in favor" of Apple buying CXMT DRAM or YMTC NAND, per Crypto Briefing. Apple reportedly has until August 21 to commit, with AI demand already lifting memory prices.
Reality
Phase one is pegged to the day the amended securities law takes effect, stablecoin settlement sits in an undated third phase, and the entry price for a non-bank issuer is 4 billion won of equity plus dedicated staff.
Perspective Coverage
4 publishersReality
The three-year treasury yield closed at 4.014% and WTI at $102.48, the KOSPI gave up the 7,000 level, and the money leaving Korea's safest funds landed in brokerage accounts with margin debt already at 32.36 trillion won.
Reality