SK Hynix: Memory Market Enters Seller's Market, Price Increases Expected Throughout 2026

SK Hynix recently signaled a strong shift in the memory industry during a Goldman Sachs conference call: the memory industry has fully entered a seller's market. The company revealed that its DRAM and NAND inventory is down to only about four weeks' worth, and no customer can fully meet demand. Driven by the surge in real-world demand from AI and rigid supply constraints such as limited cleanroom space, memory chip prices are expected to continue rising in 2026. To meet the strong demand driven by AI, SK Hynix is ​​shifting its production capacity towards high-value-added products such as HBM and DDR5; its 2026 HBM capacity has already been sold out.