--- title: "The \"super cycle\" continues to unfold as Samsung and SK Hynix raise memory prices by 30%" description: "The \"super cycle\" driven by artificial intelligence in storage may last longer and be more intense than previous boom periods. Major memory suppliers such as Samsung Electronics and SK Hynix will adju" type: "news" locale: "en" url: "https://longbridge.com/en/news/262345735.md" published_at: "2025-10-23T04:33:01.000Z" --- # The "super cycle" continues to unfold as Samsung and SK Hynix raise memory prices by 30% > The "super cycle" driven by artificial intelligence in storage may last longer and be more intense than previous boom periods. Major memory suppliers such as Samsung Electronics and SK Hynix will adjust their quotes to customers in the fourth quarter of this year, with price increases for DRAM and NAND flash memory of up to 30% to meet the surge in demand for AI-driven storage chips and enhance the profitability of the 6th generation HBM The AI-driven storage "supercycle" may last longer and be more intense than previous boom periods. Major memory suppliers such as Samsung Electronics and SK Hynix will adjust their quotes to customers in the fourth quarter of this year, with price increases for DRAM and NAND flash memory of up to 30% to meet the surge in demand for AI-driven storage chips and enhance the profitability of the 6th generation HBM ### Related Stocks - [SSNGY.US - Samsung Electronics ](https://longbridge.com/en/quote/SSNGY.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 字節跳動自研 AI 晶片,三星談代工今年目標 10 萬顆 | 字節跳動正在研發自有 AI 晶片,並與三星電子洽談代工,以確保處理器供應穩定。由於美國出口管制,字節跳動啟動了代號為「SeedChip」的晶片計劃,旨在保障 AI 算力供應。預計在今年 3 月底前取得首枚樣品,並計劃今年生產至少 10 萬枚 | [Link](https://longbridge.com/en/news/275713889.md) | | 三星正在其社交媒體渠道上大肆投放 AI 廣告 | 三星越來越多地在其社交媒體內容中使用生成式人工智能,包括最近在 YouTube、Instagram 和 TikTok 上的視頻。最新的 Galaxy S26 系列預告片展示了其低光照視頻拍攝能力,內容包括夜間滑板。視頻中包含免責聲明,表明其 | [Link](https://longbridge.com/en/news/276114923.md) | | 三星電子首席技術官表示,客户對 HBM4 的反饋非常滿意 | 三星電子首席技術官:客户對 HBM4 的反饋非常滿意 | [Link](https://longbridge.com/en/news/275528981.md) | | 反超三星、利潤率蓋過台積電:SK 海力士是如何問鼎 AI 存儲領域 “隱形霸主” 的? | SK 海力士過去 12 個月市值飆升 340%,已從債權人控制的 “殭屍公司” 逆襲為 AI 產業鏈定價者。其憑藉 HBM 先發優勢,在 AI 需求爆發的浪潮下,深度綁定英偉達與微軟,拿下全球過半 HBM 份額;市佔率超越三星,利潤率超越台 | [Link](https://longbridge.com/en/news/275576275.md) | | 必和必拓利潤飆升 30%,銅業務首次超越鐵礦石成最大利潤來源 | 全球市值最大的礦業公司必和必拓(BHP)因押注銅需求激增而獲得回報,上半財年淨利潤同比增長近 30%。銅業務貢獻了公司 51% 的基礎息税折舊攤銷前利潤,首次超越其他業務成為最大利潤來源。能源和汽車行業的強勁需求持續推高銅價,令這一轉型的戰 | [Link](https://longbridge.com/en/news/276092142.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.