TrendForce

• semiconductor· Tom's Hardware· 2026. 7. 4.★ 8.0

  Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026

• semiconductor· 디지털투데이 (DigitalToday)· 2026. 6. 30.★ 9.0

  중국 텅스텐 규제로 특수 가스 'WF6' 공급 차질…HBM·AI 칩 생산 변수로