
Prices of mainstream DDR4 8GB DRAM chips are up 22.2% in a month as companies stockpile chips ahead of expected US tariffs and increased demand in China from a subsidy program boosting electronics purchases, media report, adding SK Hynix is benefitting from new Middle East AI investment deals, with Nvidia paying a 60% premium for its 12-layer HBM3E (high bandwidth memory) chips over the 8-layer version. $NVIDIA(NVDA.US) $HXSCL $SSNLF $Micron Tech(MU.US) #semiconductors #semiconductor
Source: Dan Nystedt
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