Samsung, SK hynix gain pricing power as Nvidia AI server prices rise - theinvestor.co.kr

As artificial intelligence continues to advance, rising prices for NVIDIA-based AI server systems are boosting the bargaining power of memory chip suppliers, particularly Samsung Electronics and SK Hy... Read original →

Rising costs in AI server systems are reshaping the memory chip supply chain. As demand for NVIDIA-based AI infrastructure surges, escalating prices for HBM and DRAM are strengthening the bargaining power of Samsung and SK hynix. Despite NVIDIA's dominance, cloud giants like Microsoft and Google are developing in-house AI processors but still rely on high-performance memory, reinforcing the tech dependency loop. If memory inflation persists, it could dampen AI infrastructure investment and delay ROI timelines. Supply chain resilience is under pressure amid geopolitical tensions, pushing companies to diversify sourcing strategies. In the short term, NVIDIA’s earnings report will be pivotal; in the medium term, memory cost trends will define AI investment dynamics.