Memory makers' long-term contracts squeeze consumer supply, prices soar
What happened
On September 30, 2026, a report said memory makers including Micron, Samsung and SK Hynix are allocating 50%-70% of capacity to 5-16 large customers under 3-5 year long-term agreements, in a bid to break the cyclical swings in memory prices. The report said this squeezes consumer market supply and has sent SSD and memory prices soaring: since last September, the average price of a 2TB NVMe SSD rose 137%, 32GB DDR5 kits rose 363%, and a DDR5-6000 64GB kit went from $240 to $1,300-$1,400.
Written by AI from the coverage · updated 4 hours ago
Coverage
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- Hacker News front pageMemory Companies Have Destroyed the Consumer Market
美光、三星、SK Hynix 等存储厂商将 50%-70% 产能分配给 5-16 家大客户并签订 3-5 年长期协议，以打破内存价格的周期性波动。自去年 9 月以来，2TB NVMe SSD 均价上涨 137%，32GB DDR5 套装上涨 363%，DDR5-6000 64GB 套装从 $240 涨至 $1,300-$1,400。
Heat over time
Heat now 9·Comparable peak 9（Sep 30 06:00）·Comparable change over 24 hours –
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