Korea's HBM export prices fell 3.6% in August after rising 87% since March, marking the first decline in five months. Major suppliers including Micron, Samsung, and SK Hynix are significantly increasing production capacity, which analysts suggest may be driving the price correction while overall export value and volume remain elevated.
Oracle's GPU utilization reached 97.9% in Q1, with expiring capacity contracts renewed at a 20% premium. Most of the renewed GPUs are over four years old.