Core Viewpoint - Samsung and SK Hynix are seeking to increase server DRAM prices by up to 70%, which has positively impacted their stock prices and the overall market sentiment in South Korea [1][3]. Group 1: Company Performance - On January 5, Samsung Electronics' stock surged nearly 7.5%, reaching an all-time high, while SK Hynix also saw a rise of nearly 3% [1][3]. - The strong performance of these two memory giants has directly boosted market sentiment, leading to a 3.43% increase in the KOSPI, which also reached a record closing high [1][3]. Group 2: Market Reactions - Following the performance of Samsung and SK Hynix, major financial institutions like Citigroup and Morgan Stanley have raised their earnings forecasts for both companies [1][3].
据报道，AI热潮导致供应紧张，三星和SK海力士寻求将服务器DRAM价格最高上涨70%
Hua Er Jie Jian Wen·2026-01-05 10:32