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Core Insights - The report from DigiTimes indicates that memory prices are now fluctuating hourly due to an AI-driven memory shortage, with small businesses facing significant risks of price hikes within minutes if they cannot prepay for orders [2] - The market is polarized, with around 100 top buyers having bargaining power to secure supply, while over 190,000 small and medium enterprises are competing for the remaining memory [2] - Major players like cloud service providers, leading automotive manufacturers, and smartphone giants such as Apple and Samsung have the financial strength to resist price increases and maintain priority supply relationships with memory manufacturers [2] - Companies like Samsung, SK Hynix, and Micron prioritize these large clients, who are increasingly opting for prepayment or cash transactions, making it difficult for smaller companies to accept such terms [2] - Starting from the second half of 2025, companies are expected to struggle with rising memory costs, leading to demand forecast reductions as a "stop-loss survival" strategy [2] - TrendForce has raised its Q1 2026 DRAM contract price forecast to a quarter-on-quarter increase of 90-95%, with NAND flash prices expected to rise by 55-60% [3] - DigiTimes predicts a further 70% surge in DRAM prices in Q2 2026, while IDC warns that DRAM shortages may persist until 2027 [3] - HP disclosed that DRAM memory costs currently account for 35% of its PC assembly costs, up from 15-18% in the previous quarter [3] - Gartner forecasts that due to rising memory costs, PC shipments will decline by over 10% and smartphone shipments by about 8% in 2026 [3] - If a significant number of small businesses exit the market due to inability to bear premium prices, it could lead to a situation where supply tightness turns into oversupply, making the perceived shortage "misleading" [3]