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Samsung Plans 20% DRAM Price Increase in Third Quarter
Yicai reported Samsung Electronics will raise average DRAM selling prices by 20% in Q3 2026. Industry executives confirmed verbal notifications to customers began in June. Tight inventories are expected to persist through year-end.
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com reported on July 3 citing Yicai. An executive at a consumer electronics manufacturer told CBN that Samsung provided verbal notification of the increases during meetings in June. A separate industry veteran confirmed to CBN that the company has issued similar verbal price quotes to other customers.
DRAM inventories are expected to stay tight through the end of 2026 as data center construction accelerates, zerohedge.com reported. Samsung and SK Hynix are expanding memory-chip production capacity, yet new facilities require years to complete and ramp output. The current supply response therefore lags behind demand.
Apple is shifting some purchases to lower-cost DRAM from China, zerohedge.com reported. Price increases have already appeared on Xbox and PlayStation consoles as manufacturers pass along higher memory costs. JPMorgan analyst Jay Kwon published analysis examining South Korea's broader effort to double memory production capacity.
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