8legs: Sk hynix

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#1 out of 30.00%

Global memory chip shortages threaten higher prices for next-gen PlayStation and Xbox consoles
Samsung and SK Hynix control about 70% of the DRAM market, limiting supply
Memory price trends could push console makers to raise PS6 and Xbox prices
AMD will supply chips for Sony and Microsoft; shortages may affect timelines
Possible launch delays for PS6 and Xbox next-gen due to supply issues
Foxconn considering expanded Xbox production in Vietnam to circumvent tariffs
AI industry blamed for driving up memory demand
PS6 development has begun; no official launch date shared, targeting 2027
Current-gen demand remains a challenge for Xbox Series X/S
GTA 6 and Black Friday boosts impact PS5's position amid shortages

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#2 out of 3

Global memory-chip shortage tightens supply as AI and data-center demand surges.
Retailers in Tokyo limit memory purchases to curb hoarding, signaling tight supplies.
Prices for high-demand memory, including DRAM and HBM, have surged in late 2025.
Some suppliers warn the shortage could delay future data-center projects.
Major chip makers like Samsung and SK Hynix expand capacity to meet demand.
Tech giants and cloud providers pressed memory suppliers for open-ended orders.
New capacity investments target memory types used in AI chips and data centers.
Smartphone makers warn of price increases due to higher memory costs.
Investors question AI investments amid the memory-chip squeeze.
Analysts foresee continued pricing volatility into 2026.

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#3 out of 3

SK hynix plans to invest roughly 600 trillion won ($500+ billion) to build four new memory fabs, with the first slated for completion by 2027.
The investment targets four new RAM fabs as part of a Yongin Semiconductor Cluster to boost memory capacity for AI data centers.
Analysts say AI server demand is driving RAM investments even as total memory pricing remains volatile.
Micron reportedly exits the consumer memory market to focus on AI data centers.
Industry officials warn the dramatic investments may not resolve the ongoing memory supply crunch.
The first fab is expected to begin construction soon and finish by 2027, per Seoul Economic Daily.
The report ties the surge in investment to AI data-center RAM orders rather than consumer RAM demand.
The coverage emphasizes AI-driven demand as a key driver behind RAM fab expansion.
The article frames the investment as a gamble given uncertain future AI memory requirements.

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