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

As memory continues to dominate the AI hardware conversation, a research note from Korea Investment & Securities (KIS) outlines that prices might not drop. Since memory is directly tied to the pro

ductivity of an AI GPU, hyperscalers have placed long-term orders for capacity. KIS believes that even if this time period elapses, the impact of the shortage on memory prices might persist due to the ...