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08:32
On Monday, April 6, U.S. stock market storage concept stocks rose across the board in pre-market trading.
SanDisk and Micron Technology rose by over 3%, Western Digital increased by over 2%, and Seagate Technology gained more than 1%. The DRAM prices supplied by Samsung Electronics in the second quarter are approximately 30% higher than in the first quarter. According to reports, Samsung Electronics has signed supply contracts for DRAM in the second quarter, with prices about 30% higher than the first quarter, following price negotiations with major customers at the end of last month. The 30% figure represents the average price increase and includes high-bandwidth memory (HBM852) as well as standard DRAM for servers, PCs, and mobile devices. As the memory shortage intensifies, Samsung previously doubled the average DRAM price in the first quarter of 2026. Although the pace of price increases has somewhat moderated, the company expects prices will not drop significantly. An industry insider stated, “Currently, driven by AI demand, there are no signs of improvement or decline in memory prices.”
08:32
SanDisk up 3.5% in pre-market trading, Micron Technology up 3%, Western Digital up 2.5%, Seagate Technology up 2%.
In terms of news, Samsung Electronics will increase the price of DRAM supplied in the second quarter by about 30% compared to the first quarter. After negotiating prices with major customers at the end of last month, supply contracts have already been signed. The 30% refers to the average price increase, including high bandwidth memory (HBM852) as well as general-purpose DRAM for servers, PCs, and mobile devices. As the memory shortage issue intensifies, Samsung had previously doubled the average price of DRAM in the first quarter of 2026. Although the momentum for price increases has eased, the company expects prices will not drop significantly. An industry insider stated, "Currently, supported by demand for artificial intelligence, there are no signs of improvement or decline in memory prices."
08:31
Turkish Minister of Transport: The third Turkish oil tanker has exited the Strait of Hormuz
(1) Turkish Transport Minister Abdulkadir Uraloglu stated on the X platform on Monday that the Turkish oil tanker Ocean Thunder has left the Strait of Hormuz. The vessel was originally scheduled to transport crude oil loaded in Iraq to Malaysia. (2) The minister said that the vessel passed through the Strait of Hormuz at night and has exited the Persian Gulf. This is the third vessel to complete such a passage since the outbreak of the Iran conflict. (3) Currently, 12 Turkish-flagged vessels remain stranded in the strait, with 8 of them applying for exit permits.
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