AI Inference Demand Pushes Samsung and SK Hynix Deeper Into Memory Race

DigiTimes reports that AI demand and new product cycles are intensifying competition among major memory makers. Production is described as running near full capacity, some DDR5 products are seeing better margins, and next-generation HBM is expected to remain a focal point through 2027 and beyond. The article also points to pressure across storage and component supply chains. For RamTrend, this reinforces a broad AI-driven tightening cycle spanning mainstream server memory, HBM, and storage-linked components.