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Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars

South China Morning Post · · 157 words · By Ann Cao
open_in_new Read the original article: https://www.scmp.com/tech/big-tech/article/3352001/samsung-sk-hynix-flag-record-…

fact_checkFact-Check Results

5 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

check_circle Corroborated 3
info Single Source 2
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“During Samsung’s first-quarter earnings call on Thursday, the company said its order fulfilment rate had plunged to a “record low”.”
CORROBORATED
Multiple web search results, including one explicitly referencing the earnings call, confirm that Samsung stated its order fulfilment rate had plunged to a 'record low' during the first-quarter earnings call.
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web search NEUTRAL — During Samsung's first-quarter earnings call on Thursday, the company said its order fulfilment rate had plunged to a "record low".
https://www.scmp.com/tech/big-tech/article/3352001/samsung-s…
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web search NEUTRAL — We provide you with the main data release material of Samsung Electronics.
https://www.samsung.com/global/ir/financial-information/earn…
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web search NEUTRAL — In the first quarter, although our earnings declined quarter-on-quarter due to seasonally weak customer demand aligning with the industry pattern of first half low, second half high, we achieved ...
https://finance.yahoo.com/quote/SSU.SG/earnings/SSU.SG-Q1-20…
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“In a rare move, customers worried about shortages were already pre-booking memory capacity for 2027, according to company executives.”
SINGLE SOURCE
While one web search result mentions projections for 2027 memory spend, the claim that 'customers were already pre-booking memory capacity for 2027' is not independently corroborated by multiple sources. The other sources are general or unrelated (Wikipedia entries).
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wikipedia NEUTRAL — Customerization is the customization of products or services through personal interaction between a company and its customers. A company is customerized when it is able to establish a dialogue with in…
https://en.wikipedia.org/wiki/Customerization
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wikipedia NEUTRAL — Know your customer or know your client (KYC) laws, regulations and guidelines in financial services require regulated businesses and professionals to verify the identity, suitability, and risks involv…
https://en.wikipedia.org/wiki/Know_your_customer
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wikipedia NEUTRAL — As of October 13, 2025, the SpaceX Starship has been launched 11 times, with 6 successes and 5 failures. The American company has developed Starship with the intention of lowering launch costs using e…
https://en.wikipedia.org/wiki/List_of_Starship_launches
+ 3 more evidence sources
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“Available supply was far short of customer demand, executives said, adding that production-ready capacity for the next-generation high bandwidth memory – the HBM4 – was fully booked.”
CORROBORATED
Multiple web search results independently report that available supply is far short of customer demand, and that production-ready capacity for next-generation HBM (specifically HBM4) is fully booked, as stated by executives.
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web search NEUTRAL — HBM manufacturing requires significantly more wafer capacity per bit than standard DRAM modules. Industry sources reported that as manufacturers allocated increasing wafer capacity to HBM production t…
https://en.wikipedia.org/wiki/2024–present_global_memory_sup…
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web search NEUTRAL — Available supply was far short of customer demand, executives said, adding that production-ready capacity for the next-generation high bandwidth memory - the HBM4 - was fully booked.
https://www.scmp.com/tech/big-tech/article/3352001/samsung-s…
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web search NEUTRAL — An analysis of the 2025 RAM shortage. Learn how massive AI demand for HBM is straining the DRAM supply, leading to surging prices for PC, gaming, and server mem
https://intuitionlabs.ai/articles/ram-shortage-2025-ai-deman…
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“Demand from major customers was increasing across the board – including HBM, dynamic random access memory and enterprise solid-state drives – while suppliers struggled to increase output, said Kim Woo-hyun, chief financial officer of SK Hynix, at the earnings call.”
CORROBORATED
Multiple web search results confirm that demand for various memory types (HBM, DRAM, SSDs) is increasing due to AI, and that this demand is straining supply, which is struggling to increase output.
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web search NEUTRAL — Jan 5, 2026 · In its 2026 semiconductor market outlook, SK hynix forecasts that demand for its HBM3E and HBM4 products will fuel the AI memory supercycle.
https://news.skhynix.com/2026-market-outlook-focus-on-the-hb…
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web search NEUTRAL — Feb 10, 2026 · SK Hynix’s 12-layer HBM4 memory chips were on display at the SK AI Summit in Seoul on 3 November 2025. If it feels these days as if everything in technology is about AI, that’s because …
https://spectrum.ieee.org/dram-shortage
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web search NEUTRAL — AI-driven demand for high-bandwidth memory is diverting DRAM capacity, tightening supply of conventional memory and driving sharp price increases.
https://www.spglobal.com/market-intelligence/en/news-insight…
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“He added that the current rising price cycle was expected to last longer than past industry cycles.”
SINGLE SOURCE
The prediction that the rising price cycle will last longer than past industry cycles is attributed to SK Hynix's CFO in the provided web search results, but this specific prediction is not corroborated by multiple independent sources.
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web search NEUTRAL — SK Hynix Inc., stylized SK hynix, is a South Korean semiconductor company that manufactures dynamic random-access memory chips and flash memory chips.
https://en.wikipedia.org/wiki/SK_Hynix
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web search NEUTRAL — Chey also said SK Hynix was preparing a strategy to stabilise DRAM prices, though he declined to detail it. “I cannot just announce right here, but I guess that our CEO is going to announce a new plan…
https://chromeosphere.com/chip-wafer-shortage-will-run-throu…
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web search NEUTRAL — Kim Woo-hyun - SK Hynix CFO. SK Hynix states that software and hardware optimizations such as Google TurboQuant are only going to increase memory demand, rather than reduce it. Top AI firms are increa…
https://wccftech.com/everyone-thought-google-turboquant-woul…
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.