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Samsung hikes memory chip prices by up to 60% as shortage worsens, sources say
- In recent weeks, Reuters reported Samsung hiked DRAM selling prices by about 60% since September, citing two persons familiar with the matter.
- Chipmakers slowed production to draw down inventories, but this inventory management tactic backfired as AI infrastructure demand surged and tightened supply.
- As a commodity market, memory is prone to boom–bust cycles, with the DDR4 to DDR5 transition tightening inventories and driving price fluctuations in the commodity DRAM market.
- Higher DDR5 prices raise system-level costs as DDR5 module price rises push expenses across smartphones, laptops, desktops and servers, while Samsung profits amid the shortage.
- Trendforce warns vendors including Micron and SK Hynix haven't ramped capacity, prioritizing R&D, and expects DDR5 pricing to remain elevated through much of 2026.
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Exclusive: Samsung hikes memory chip prices by up to 60% as shortage worsens, sources say
Samsung Electronics this month raised prices of certain memory chips - now in short supply due to the global race to build AI data centres - by as much as 60% compared to September, two people with knowledge of the hikes said.
·United Kingdom
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Coverage Details
Total News Sources30
Leaning Left1Leaning Right2Center5Last UpdatedBias Distribution62% Center
Bias Distribution
- 62% of the sources are Center
62% Center
13%
C 62%
R 25%
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