Now the AI boom has turned the memory chip business model upside down. Last year, memory chip prices accounted for 5% to 7% of the total cost of PCs or laptops. Over the past few months, Samsung has cut production of other kinds of memory chips and boosted production of higher-end HBM chips. The NAND flash memory market is slightly less concentrated than the DRAM market. The surge in memory chip prices is boosting the bottom lines of two Korean chip giants.

Source: The Edge Markets March 04, 2026 09:04 UTC