Memory-Chip Price Boom Pushes DRAM to Gold-Price Parity
TL;DR Summary
DRAM prices have surged amid a global memory shortage driven by AI infrastructure expansion, with Korean DRAM export prices around $92,183 per kilogram (about KRW127 million), up 401% year over year and roughly 12.5x January 2023, equating to about 620 grams of 24-karat gold. The spike has led to bonuses for workers at SK hynix and Samsung, influenced procurement strategies across tech firms (including Apple) and NVIDIA-related memory costs, and underscores the continued dominance of Korean and U.S. memory players (SK hynix, Samsung, Micron) in the market.
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