February 06, 2026
Samsung, SK Hynix, Micron rare cooperation, strictly find hoarding speculation and release production signals to cool down the overheated market
Samsung, SK Hynix, Micron rare cooperation, strictly find hoarding speculation and release production signals to cool down the overheated market This week, Samsung, SK Hynix and Micron, which occupy more than 90% of the global DRAM market, reached a rare market consensus to form an “anti-hoarding alliance” and jointly launched a downstream omni-channel real demand mapping survey to investigate hoarding and price speculation, false quotationting and other behaviors, and at the same time synchronized the release of a small increase in production signals in the second half of 2026. Increase production signals, the core of this action is to cool down the current overheated memory market, to avoid the end demand is destroyed becuse too high prices, while regaining control of the industry chain pricing dominance, to avoid the subsequent price collapse of the industry risk. Specific measures of the joint rigorous investigation: the three major original manufacturers for downstream agents, distributors, domestic Class A customers and OEM processing plants, the introduction of multiple stringent review mechanism, the core requirements of customers to fully disclose the end-customer information, the true amount of the order and the use of the product purpose, to ensure the authenticity of the demand; a single over the norm of large orders to start a special verification, part of the distributor to Micron to submit the DDR5 server memory orders, was asked to supplement the terminal data center memory orders. Samsung also requires channel vendors to update inventory turnover data on a monthly basis, while SK Hynix strictly controls over-booking behavior and suspends supply to customers who cannot produce evidence of terminal delivery. The core background of the strict investigation: the current memory price surge has been seriously detached from the real demand, showing the “capital carnival” feature, the channel end of the hoarding speculation exacerbated the imbalance between supply and demand in the market. some channel traders through the split order, false order and other ways to take excess goods, and then cover the goods on sale, creating the illusion of shortage, resulting in the spot price and the original contract price of the factory is seriously decoupled, the first-line OEMs to get the contract price of the DRAM per GB of only 10-20 U.S. dollars, far below the spot market level. This is far below the spot market level. At the same time, the revenue growth rate of the three major OEMs is seriously mismatched with the price increase of 6-8 times in the terminal market, with most of the profits being earned by the channel players and the pricing power of the OEMs being diluted. Release the specific content of the signal to increase production: the three original manufacturers synchronized to the market to release the signal of the second half of 2026 small increase in production, samsung in the fourth quarter of 2025 res...
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