Powerchip Semiconductor Manufacturing Raises DRAM Wafer Prices by 45% in July

Powerchip Semiconductor Manufacturing (PSMC) increased DRAM wafer start prices by approximately 45% in July from June, with the hike expected to impact revenue and profit starting November. Major cloud service providers (CSPs) have front-loaded future DRAM capacity purchases, contributing to a global memory supply-demand gap projected to persist through 2027.