How is the ram memory trend in second half of year? Did Samsung strike really affect the Chinese market?

Hello, friends.

Welcome to Temo Blog. This is Winnie. 

The most significant market disruption in recent times stems from the strike by the Samsung Electronics labor union. On evening of 20^th. May,The Samsung Electronics labor union has announced the suspension of the 18-day general strike originally scheduled to begin on May 21, and will instead hold a vote on a preliminary wage agreement between May 22 and May 27. Market sentiment was notably boosted by progress in labor negotiations at Samsung Electronics; during intraday trading, Samsung Electronics shares surged over 6%, while SK Hynix also rose by approximately 8%.

At the same time, affected by this news, ram memory in China market also price raise in recent two weeks. As matters currently stand, the impact of this event on the market appears to be primarily psychological rather than affecting actual supply. In the short term, expectations of a strike at Samsung, production controls by original manufacturers, and inventory stocking ahead of the peak season will continue to underpin market prices. However, from a medium-to-long-term perspective, the strength of the recovery in end-market demand, the pace of production expansion by domestic manufacturers, and whether AI-driven demand can be consistently realized will ultimately determine the duration and price ceiling of the next memory cycle.

But in terms of products, we think prices for both DDR4 and DDR5 continue to rise. Overall, while the pace of price increases may slow in the second half of the year, a strong market cycle is expected to persist through 2026 and 2027.

Best regards,

Winnie