Samsung Electronics (005930 KS) has confirmed a DRAM price increase of over 100% for the first quarter (from 70% negotiated in January), ET News reports
Newsquawk Staff ·
Samsung Electronics (005930 KS) has confirmed a DRAM price increase of over 100% for the first quarter (from 70% negotiated in January), ET News reports.
What it means
Samsung Electronics' announcement of a DRAM price increase exceeding 100% for Q1 signals not only strong pricing power amid supply constraints but also potential margin expansion for the company. This news could have sector-wide implications, potentially lifting shares of competitors and shaping future earnings forecasts in technology, particularly in memory chip segments, as higher prices may suggest persistent demand.
Sources
- China's CXMT to begin production of advanced AI memory chips, reports suggest
- PetroChina (857 HK) Q3 2026 (CNY): IFRS net profit 51.84bln, +22% Y/Y
- Ping An Insurance (2318 HK) 9-month net income -27% Y/Y at RMB 96.65bln
- LG Electronics (066570 KS) Q3 (KRW) net 663.2bln (exp. 551.0bln), oper. income 781.9bln (prelim. 781.8bln), rev. 23.82tln (prelim. 23.83tln)
- China rushes to shore up struggling markets with the ‘National team’ of funds and brokers buying stocks as investors turn away from AI trade, according to FT
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