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Technology Stocks : ASML Holding NV
ASML 1,081-3.7%Dec 12 9:30 AM EST
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From: BeenRetired11/10/2025 6:32:23 AM
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DDR5: "A severe memory shortage" "as spot prices triple"

Exclusive: Samsung delays DDR5 contract pricing to mid-November as spot prices triple
A severe memory shortage, driven by surging AI demand and increased spending from major cloud providers, is intensifying. Samsung Electronics unexpectedly halted its DDR5 contract pricing in October, delaying it until mid-November, a move quickly followed by SK Hynix and Micron. This has triggered chaos in the spot market, causing DDR5 prices to more than double since late September and shifting the industry into a "seller's market," leaving many buyers unable to secure inventory.
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