Samsung Electronics (005930 KS) and SK Hynix (000660 KS) have reportedly notified customers of Q2 DRAM supply price increases and have begun price negotiations, according to a semiconductor analyst citing sources

The reported price increases in Q2 DRAM supply from Samsung and SK Hynix suggest a tightening supply environment, which could signal strengthened pricing power in the semiconductor sector. This move may impact other players in the industry, potentially leading to consolidation as companies adjust to higher costs and could also influence overall market sentiment in Asian equities, particularly in technology sectors.