Memory Chip Prices Surge 30% as Auto Supply Chain Faces New Challenges

Samsung Electronics and SK Hynix will increase DRAM and NAND flash memory prices by up to 30% in the fourth quarter, responding to AI-driven demand growth and aiming to improve profitability of sixth-generation HBM products. This AI-fueled memory "super cycle" is expected to be more prolonged and intense than previous industry booms.

Simultaneously, the Japan Automobile Manufacturers Association (JAMA) has received notification from a Dutch semiconductor manufacturer about potential delivery uncertainties. The affected chips are critical components for electronic control units and could significantly impact global production of member companies including Toyota and Honda.

Industry analysis suggests the Dutch company is likely Nexperia, which recently faced government intervention in its operations. Volkswagen has also confirmed using Nexperia components, acknowledging that while current production remains unaffected, future supply disruptions cannot be ruled out.