三星、SK海力士双双涨价30%！

Core Viewpoint - The article highlights the ongoing price adjustments in the semiconductor memory market, driven by AI demand, with significant price increases expected for DRAM and NAND products in Q4 2023, potentially up to 30% [1][3]. Group 1: Market Dynamics - Major memory suppliers like Samsung and SK Hynix are set to raise prices for memory products, including DRAM and NAND, by up to 30% in Q4 2023 [1]. - The current storage market is experiencing a "super boom" driven by AI, which is expected to last for 3 to 4 years [3]. - The introduction of HBM4 (the sixth generation of HBM) is anticipated to significantly increase profit margins, with prices around $500 per unit compared to $300 for HBM3e [3]. Group 2: Supply Chain and Demand - The production capacity for general DRAM is tightening due to the high bandwidth memory (HBM) production, which occupies three times more wafer space than standard DRAM [3]. - Concerns over supply shortages are leading major clients, including U.S. electronics companies and data center operators, to negotiate long-term supply contracts of 2 to 3 years with Samsung and SK Hynix [3]. - The expected supply shortage is projected to be longer and stronger than previous cycles, driven by substantial investments in AI servers and the rising demand for memory upgrades in general servers and edge AI devices [3].