Samsung And SK hynix Press Substrate Suppliers On Price

DigiTimes reports that Samsung Electronics and SK hynix are negotiating with South Korean substrate suppliers over second-half 2026 pricing. The report frames the talks against a still-strong memory cycle, while substrate makers face high raw-material costs and margin pressure. For RamTrend, this is a margin and supply-chain signal rather than a direct DRAM or NAND price indicator. If memory suppliers can push input costs down, they may protect profitability even as packaging and substrate vendors absorb more pressure. The item also shows that a strong demand cycle does not remove cost tension inside the memory manufacturing chain.