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Real-time News
On August 26th, according to South Koreas *Chosun Ilbo*, South Korean DRAM export prices continue to soar, with AI-driven HBM production squeezing the supply of conventional memory. Data shows that from August 1st to 20th, the export price of South Korean DRAM reached $92,183 per kilogram, a 401% year-on-year increase and approximately 12.5 times higher than the low point in January 2023. Goldman Sachs predicts that the DRAM supply gap will widen from 5.0% this year to 5.9% next year, and believes that "HBM required for AI servers and high-capacity server DRAM are absorbing limited production capacity, leading to a further tightening of conventional DRAM supply." TrendForce predicts that by the end of next year, Samsung, SK Hynix, and Micron will account for 30% of total DRAM wafer input for HBM production, but HBM will only account for about 13% of actual DRAM bit supply. Memory manufacturers warn that the AI-driven DRAM and NAND supply shortage may continue beyond 2027. SK Hynix stated that from a supply perspective, 2027 could become "the most severe shortage year in the history of the memory industry." Goldman Sachs predicts that the supply shortage may continue until 2028.August 26th - According to Spanish government sources, the Spanish government plans to introduce stricter regulations on water, energy, and cybersecurity due to the surge in data center projects within the country. These new requirements have been incorporated into a draft decree, which will be open for public comment this week. Thanks to abundant renewable energy resources and vast tracts of open land, Spain has become one of Europes hottest hubs, attracting billions of euros worth of AI infrastructure-related projects. Sources indicate that the large number of projects allows Spain to select the most efficient and sustainable facilities in terms of sustainability and cybersecurity, which is the target of the upcoming regulations. According to the draft decree, data center operators must be established within the EU, and the data and metadata they process must remain within the EU. Mechanisms must be established to control access from third countries; stricter regulations will be implemented for data centers handling public data or data involving national security.Federal Reserve Bank of Barkin: If debt continues to increase, investors will eventually stop buying (US Treasuries) at some point.Federal Reserve Chairman Barkin: The U.S. debt problem will eventually face a reckoning.Sources say air raid sirens have been sounded in Kyiv, Ukraine.
