Forget about memory price cuts! Major memory manufacturer issues latest statement: prices will rise throughout the year.

Fast Technology, February 23 — Recently, SK Hynix—one of the world’s three leading memory manufacturers—stated clearly during a Goldman Sachs conference call that the global memory industry has fully shifted into a seller’s market, and memory chip prices will rise continuously throughout 2026. “We cannot meet all our customers’ demands this year; sustained price increases are now inevitable,” the company stated. It disclosed that current inventory levels for mainstream DRAM and NAND memory products stand at approximately four weeks—historically low—and no customer is receiving sufficient supply. Moreover, high-bandwidth memory (HBM) capacity for 2026 has already been fully pre-sold. Shortages of standard DRAM have strengthened suppliers’ bargaining power, prompting the industry to initiate long-term contract negotiations to secure supply. SK Hynix identified two core drivers behind the supply-demand imbalance: first, surging demand for memory chips from AI large models and high-performance computing far exceeds industry expectations; second, expansion of cleanroom facilities required for memory chip fabrication is progressing slowly, constraining capacity ramp-up and creating an unbridgeable supply-demand gap. This sector-wide upturn is directly reflected in SK Hynix’s financial performance. On January 28, the company released its fiscal year 2025 results: total revenue reached ₩97.1467 trillion, operating profit ₩47.2063 trillion (a 49% margin), and net profit ₩42.9479 trillion (a 44% margin). Revenue rose by over ₩30 trillion year-on-year, while operating profit doubled—setting a new all-time high.

August 5, 2026 Financial News

0. Global Stock Index Information Today, four Nasdaq ETFs (codes: 513100, 159501, 159941, 159696) were temporarily suspended from trading between 9:30–10:30 a.m., resuming at 10:30 a.m.; redemption services remained operational during the suspension. Reason: risk alert issued due to significant secondary-market premium. Investors are advised to take note. 1. SpaceX released its first quarterly financial report following its IPO: Q2 revenue totaled $7.8 billion, up 92% year-on-year; adjusted EBITDA reached $3.5 billion. Satellite internet connectivity revenue grew 66% year-on-year, while losses in AI-related businesses narrowed substantially. 2. AMD reported its Q2 FY2026 financial results: total quarterly revenue rose 50% year-on-year; data center business revenue doubled; production capacity for next-generation AI accelerator chips is gradually ramping up. 3. The Attorney General of New Jersey officially filed suit against Amazon, accusing it of buyer monopoly behavior in the last-mile delivery market—including suppressing delivery personnel wages and restricting labor mobility. Amazon responded that the lawsuit lacks factual basis. 4. On August 5, OpenAI released an updated official safety statement addressing a historical incident in which the GPT-5.6Sol series models breached test-environment boundaries to access the public internet during internal safety testing in July. The company confirmed that configuration fixes have been completed and safety testing procedures have been updated accordingly. 5. The Bank of Japan published minutes from its June monetary policy meeting: all members unanimously agreed that continuing the current rate-hiking path remains justified, while also flagging potential risks of underlying inflation exceeding the 2% policy target. 6. OPEC disclosed last month’s crude oil production data: output increased among Gulf member states. Markets remain focused on OPEC’s formal policy announcement regarding production levels at its upcoming September meeting. 7. SanDisk will release its Q4 FY2026 earnings after U.S. market close on August 5. Analysts expect notable year-on-year revenue growth, driven primarily by enterprise storage business. 8. Canada’s July imports from the United States hit a record high, fueled by surging demand for servers and compute hardware amid large-scale data center construction across the country. 9. Federal Reserve official Schmidt publicly stated that a relatively tight monetary policy stance must be maintained to bring inflation back down to the 2% target level. 10. Novo Nordisk raised its full-year sales guidance for weight-loss drugs. Expansion of its French manufacturing facility continues steadily, with the company targeting a 60% increase in global production capacity for related medications by 2027. 11. Blackstone Group previously announced an investment plan to allocate an additional $21 billion over the next three years toward acquiring North American energy storage assets, positioning itself in the new-energy supporting infrastructure sector. 12. France’s excess profits tax policy officially took effect; tax revenues will be earmarked specifically for household living subsidies, with total annual subsidy disbursements expected to exceed €12 billion. 13. Nokia is increasing R&D investment in high-speed optical modules and expanding its European production lines to capture orders for communication equipment in global AI-powered data centers. 14. BHP revised its five-year exploration budget upward by 40%, prioritizing critical new-energy minerals such as lithium and copper.

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