Memory Prices Won’t Drop Even as Shortage Eases, Korean Research Firm Warns Hyperscalers Locked In Long-Term

Korea Investment & Securities says memory chips are critical to AI GPU performance, prompting hyperscalers to lock in long-term capacity orders.

As a result, DRAM and HBM prices could stay elevated even as shortages ease, because demand for memory remains tied to GPU efficiency.

The firm also expects sustained NAND demand and more investment in advanced packaging capacity, including hybrid bonding.

The outlook suggests memory pricing may remain stronger for longer, affecting AI infrastructure costs and semiconductor suppliers.