US Memory Stocks Surge as South Korean Competitors Allegedly Prepare to Increase Server Memory Prices by 70%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 07 2026
0mins
Source: aastocks
US Memory Stocks Surge: US memory-related stocks saw significant increases, with Sandisk rising 27.6% and Micron 10%, while Seagate and Western Digital also experienced notable gains.
Price Increase Announcement: Major memory manufacturers Samsung Electronics and SK Hynix plan to raise server memory product prices by 70% in Q1, as reported by Korea Economic Daily.
Manufacturing PMI Decline: The ISM Manufacturing PMI for December in the US dropped to 47.9, below the previous value of 48.2 and the forecast of 48.3.
NVIDIA's Production Update: NVIDIA CEO Jensen Huang announced at CES that the Vera Rubin product, utilizing next-generation chips, is now in full mass production, which is expected to boost market memory demand.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
