--- title: "LPDDR supply is the tightest among DRAM products due to expanding SOCAMM demand for AI systems, and… — 하나증권 — DecisionGateway" description: "prediction by 하나증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1cea2-1a1b-74d2-a120-73869d88cafe" meta: "og:description": "prediction by 하나증권, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "LPDDR supply is the tightest among DRAM products due to expanding SOCAMM demand for AI systems, and… — 하나증권 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) prediction # **LPDDR supply is the tightest among DRAM products due to expanding SOCAMM demand for AI systems, and price increases are expected to continue for the time being.** A prediction by [**하나증권**](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *특히 AI 시스템에 탑재되는 SOCAMM 수요 확대에 따라 DRAM 제품 중 LPDDR의 공급 부족이 가장 심각한 수준이며, 가격 상승도 당분간 지속될 것으로 예상함* hanaresearchPublished 2026-11-08 [ Read source](https://t.me/hanaresearch/20909) [**하나증권 dossier **](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca) ## **Related claims** [**Memory price rises driven by demand for artificial intelligence are unsustainable.**chairman and CEO of Taiwan's Winbond Electronics · prediction](https://dgw.tmarket.io/claims/01a1c6f1-9a7b-745e-9a4e-565a7df80cc5) [**As security, supply chain reorganization and AI infrastructure investment continue, long-duration supply will increase and the downside for interest rates will likely be limited.**장기금리 및 재정 부담 확대 · prediction](https://dgw.tmarket.io/claims/01a1d4a6-0df7-7742-8e7e-c99093480832) [**Graphics card prices are trending upward; because factories are shipping less, goods on the market are currently relatively limited, and once shipments end, prices will inevitably rise.**金硕利电脑 · prediction](https://dgw.tmarket.io/claims/01a1cad9-832b-7e35-b928-5e9b2ef03e68) [**As AI server performance improves, besides advanced-process chips, advanced packaging, high-end testing, PCB, power management and high-speed transmission are benefiting from equipment spec upgrades and demand growth; rising AI data center power use makes power infrastructure, energy management and cooling key links, and high-speed data transmission drives optical communications upgrades, showing AI opportunities spreading from the semiconductor core to peripheral industries.**韋音如 · statement](https://dgw.tmarket.io/claims/01a1cf2b-9f62-7b4d-b8d2-bebc491cc936) [**ASML and Lam Research, which reported earlier, said semiconductor equipment supply cannot keep up with demand and emphasized the importance of cleanroom and component supply.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1cea2-1a42-7a59-9f09-bbd063a2e3c7) [**SK 海力士與三星恐淪為只供應 DRAM 單元的承包商。**韓媒中央日報 · prediction](https://dgw.tmarket.io/claims/01a1cbbd-b9cf-7494-8867-b34bf9dc0838) ## **More claims by 하나증권** [**The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b231-7d52-805c-3f604b6a5af0) [**The U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**This report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b20e-78ef-8998-71366dda0c35) [**An approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b203-77a2-bb21-b5002bb38a65) [**Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b1f8-780c-a428-efe4735941fd) [All claims by 하나증권](https://dgw.tmarket.io/claims?claimant_id=01a1cea2-176c-7cf2-87ea-9ed64a8130ca) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,000+ Telegram channels — every claim cited. 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