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

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.

Market Opportunity
Sleepless AI Logo
Sleepless AI Price(AI)
$0.03774
$0.03774$0.03774
+0.96%
USD
Sleepless AI (AI) Live Price Chart
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

The Channel Factories We’ve Been Waiting For

The Channel Factories We’ve Been Waiting For

The post The Channel Factories We’ve Been Waiting For appeared on BitcoinEthereumNews.com. Visions of future technology are often prescient about the broad strokes while flubbing the details. The tablets in “2001: A Space Odyssey” do indeed look like iPads, but you never see the astronauts paying for subscriptions or wasting hours on Candy Crush.  Channel factories are one vision that arose early in the history of the Lightning Network to address some challenges that Lightning has faced from the beginning. Despite having grown to become Bitcoin’s most successful layer-2 scaling solution, with instant and low-fee payments, Lightning’s scale is limited by its reliance on payment channels. Although Lightning shifts most transactions off-chain, each payment channel still requires an on-chain transaction to open and (usually) another to close. As adoption grows, pressure on the blockchain grows with it. The need for a more scalable approach to managing channels is clear. Channel factories were supposed to meet this need, but where are they? In 2025, subnetworks are emerging that revive the impetus of channel factories with some new details that vastly increase their potential. They are natively interoperable with Lightning and achieve greater scale by allowing a group of participants to open a shared multisig UTXO and create multiple bilateral channels, which reduces the number of on-chain transactions and improves capital efficiency. Achieving greater scale by reducing complexity, Ark and Spark perform the same function as traditional channel factories with new designs and additional capabilities based on shared UTXOs.  Channel Factories 101 Channel factories have been around since the inception of Lightning. A factory is a multiparty contract where multiple users (not just two, as in a Dryja-Poon channel) cooperatively lock funds in a single multisig UTXO. They can open, close and update channels off-chain without updating the blockchain for each operation. Only when participants leave or the factory dissolves is an on-chain transaction…
Share
BitcoinEthereumNews2025/09/18 00:09
XRP ETF’s bereiken belangrijke mijlpaal: $1 miljard aan netto instroom

XRP ETF’s bereiken belangrijke mijlpaal: $1 miljard aan netto instroom

De markt voor crypto-exchange-traded funds (ETF’s) heeft opnieuw een belangrijke mijlpaal bereikt. XRP ETF’s hebben gezamenlijk meer dan 1 miljard dollar aan netto
Share
Coinstats2025/12/16 21:01
XSGD And XUSD Launch On Solana’s Blazing Network In 2025

XSGD And XUSD Launch On Solana’s Blazing Network In 2025

The post XSGD And XUSD Launch On Solana’s Blazing Network In 2025 appeared on BitcoinEthereumNews.com. StraitsX Stablecoins Unleash Power: XSGD And XUSD Launch
Share
BitcoinEthereumNews2025/12/16 20:59