NuAxiSemiconductor trade intelligence
Memory chip boss admits RAM prices are 'abnormally high' — SK Group chairman considering building a semiconductor plant in the US to expand supply, calm ‘chipflation’
What happened
SK Group Chairman Chey Tae-won admitted memory prices are 'abnormally high' and announced plans to build a US memory chip plant to increase supply and curb 'chipflation.' High prices are pressuring PC and smartphone manufacturers, forcing them to pass costs to consumers, while also attracting new competitors like CXMT and YMTC. This supply expansion strategy signals a bearish outlook for memory prices in the near term.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
price-hikecapacity-expansionchip-inflation
Source and time
Source: Tom's Hardware · 7/19/2026 · View original source
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