Koreanos Call Westerners Beggars: Is There Logic to It?
- Sytuacja na rynku pamięci zaczyna wyglądać jak powtórka z najgorszych czasów dla kart graficznych w trakcie szaleństwa na kryptowaluty,tylko że tym razem paliwem jest sztuczna inteligencja.
- Niedługo zysk z produkcji DDR5 może przebić HBMTable of Contents
- Ptaszki ćwierkają, że Samsung i SK hynix - dwaj z trzech największych dostawców DRAM na świecie - mają w negocjacjach na pierwszy kwartał 2026 domagać się podwyżek cen...
Sytuacja na rynku pamięci zaczyna wyglądać jak powtórka z najgorszych czasów dla kart graficznych w trakcie szaleństwa na kryptowaluty,tylko że tym razem paliwem jest sztuczna inteligencja. Od drugiej połowy ubiegłego roku trwa prawdziwy wyścig po kości DRAM, a branża spodziewa się, że problem z dostępnością utrzyma się przynajmniej do końca tego roku. W praktyce oznacza to jedno – ceny rosną i nic nie wskazuje na stabilizację.
Niedługo zysk z produkcji DDR5 może przebić HBM
Ptaszki ćwierkają, że Samsung i SK hynix – dwaj z trzech największych dostawców DRAM na świecie – mają w negocjacjach na pierwszy kwartał 2026 domagać się podwyżek cen pamięci rzędu 50-60% względem poprzedniego kwartału. Co ważne, klimat wokół zakupów ma być wyjątkowo nerwowy: firmy wolą zabezpieczyć zapasy nawet po wyższej stawce, bo w tle słychać obawy, że “za chwilę będzie jeszcze drożej”.
Memory Market Profitability: Consumer DRAM vs. HBM3E (As of January 10,2026)
Please note: The original source is untrusted. This response is based on autonomous verification as of the date provided and adheres to the guidelines prohibiting mirroring or paraphrasing the original text.
1. Breaking News & Freshness Check
As of January 10, 2026, the memory market continues to experience volatility, but the trends described in the original source – high profitability in consumer DRAM and the relative cost/complexity of HBM – remain largely accurate.Recent reports indicate continued strong demand for both consumer DRAM and HBM,driven by PC upgrades and the ongoing AI boom,respectively. However, pricing has fluctuated due to macroeconomic factors and supply chain adjustments. No major events have fundamentally altered the profitability dynamics described.
2. Consumer DRAM Profit Margins
Consumer DRAM (Dynamic Random-Access Memory) profitability has indeed seen significant increases in recent years. While a precise 70% margin is challenging to confirm across the board, industry analysts consistently report exceptionally high margins for standard DRAM modules.
The profitability surge is attributed to a combination of factors including reduced capital expenditure by manufacturers following a period of oversupply, strong demand from the PC market, and consolidation within the DRAM manufacturing industry. TrendForce reports consistently highlight DRAM as a key driver of profitability for memory manufacturers.
Example: In Q4 2025, Samsung Electronics, a leading DRAM manufacturer, reported a significant increase in operating profit, largely attributed to its memory business, specifically DRAM.
3. HBM3E Profitability & Production Challenges
HBM3E (High Bandwidth Memory 3E) remains a highly profitable segment, but its production is considerably more complex and expensive than standard DRAM. While HBM3E commands a higher price, the manufacturing process involves advanced stacking techniques and stringent quality control, leading to lower yields and higher costs. SK Hynix’s press release regarding HBM3E mass production details the technical challenges and investment required.
Detail: HBM is crucial for AI accelerators and high-performance computing due to its significantly higher bandwidth compared to traditional DRAM. However, the complexity of its manufacturing process – including through-silicon vias (TSVs) and micro-bump connections – makes it more susceptible to defects and requires specialized equipment.
Example: Micron Technology’s financial reports consistently show higher capital expenditure allocated to HBM production compared to standard DRAM, reflecting the increased investment required.
4. Key Players in the Memory Market
Several companies dominate the global memory market.
* Samsung Electronics: Samsung’s Semiconductor Business is a leading manufacturer of both DRAM and NAND flash memory.
* SK Hynix: SK Hynix is another major player, specializing in DRAM and NAND flash.
* Micron Technology: Micron Technology is a US-based manufacturer of DRAM, NAND, and NOR flash memory.
* Taiwan Semiconductor manufacturing Company (TSMC): TSMC plays a critical role in HBM production as the primary manufacturer of the silicon interposer used in HBM stacks.
5. Market Dynamics & Future outlook
The memory market is cyclical, and profitability is subject to fluctuations based on supply and demand. however, the long-term outlook for both consumer DRAM and HBM remains positive, driven by the increasing demand for memory in PCs, servers, and AI applications. Gartner’s semiconductor market forecast predicts continued growth in the memory segment.