Overview
- An internal SK Hynix presentation shared by BullsLab indicates bulk DRAM growth will remain constrained until 2028 as manufacturers shift capacity to AI-related products such as HBM.
- The leaked deck describes inventories at historic lows and emphasizes cautious capacity expansion focused on profitability rather than large output increases.
- SK Hynix projects server DRAM’s market share rising from about 38% to roughly 53% by 2030, reflecting stronger demand from AI data centers.
- Supply-chain leaker @jukan05 reports Apple’s long‑term DRAM deals with Samsung and SK Hynix are nearing expiry, with both suppliers preparing to raise prices starting January 2026.
- @jukan05 suggests Apple could absorb some costs but may raise prices on products like iPhone and MacBook in the first half of 2026, and also cites rumors of internal allocation tensions at Samsung.