Samsung Electronics 34%, SK Hynix 30%… NAND prices expected to rise in 2027 vs. previous year
Original headline삼성전자 34%·SK하이닉스 30%…2027년 NAND값 전년比 상승 전망
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Goldman Sachs projected in a report on the 2nd that NAND average selling prices for Samsung Electronics (005930) and SK Hynix (000660) will rise 34% and 30% respectively in 2027 versus 2026, noting the forecast applies to NAND ASPs and not consumer SSD prices or overall semiconductor revenue. The call is underpinned by tightening supply: per Cailianpress, Kioxia's 2027 production is effectively fully allocated, more than half of its expected 2028 shipments are locked in under multi-year supply agreements, and the Japanese memory maker is negotiating with customers for 2029–2030 supply. The report follows SK Hynix's announcement on the 28th of last month, with the article's remaining details truncated. The ASP outlook matters because rising NAND pricing would boost memory makers' margins and signals a broader memory upcycle driven by AI-driven demand and constrained supply. Watch for confirmation from SK Hynix's recent disclosure, additional long-term supply contracts across the industry, and whether Samsung and Kioxia follow with similar allocation commentary in upcoming earnings calls.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
Named in this story
SK Hynix, Samsung Electronics, Goldman Sachs (GS), Kioxia
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