GigaDevice: DRAM Supply Tightness Won't Ease Significantly in 2027
Bubble signal: +1 · Overheating evidenceRelevance 55Chips & ComputeChina
Source: IT Home · Published 2026-09-01
Summary
GigaDevice stated at its semi-annual results meeting that DRAM prices will rise moderately in H2, supply tightness won't ease significantly in 2027, and the industry upcycle will be prolonged. H1 revenue was 11.566 billion yuan, up 178.67% YoY, with net profit surging. SK Hynix's CEO also predicted AI-driven memory shortage to last until end of 2030.
Bubble analysis
This news shows AI demand is sustaining memory price hikes and supply tightness, potentially raising AI infrastructure costs, but it doesn't directly provide quantitative evidence on investment bubble, serving as an industry cycle signal.
#memory#dram#supply#gigadevice
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