Samsung Plans to Raise DRAM Prices by 20% in Q3
2026-07-07 15:31
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en.Wedoany.com Reported - Samsung plans to increase the average selling price of general-purpose DRAM by approximately 20% compared to the previous quarter in its Q3 price negotiations with customers. The company intends to raise LPDDR (Low Power Double Data Rate) prices by more than 20%. Originally used primarily in low-power devices such as smartphones, LPDDR has recently entered the AI inference data center accelerator card market due to its ease of 3D stacking, high single-card memory capacity, and cost-effectiveness.

A head of a consumer electronics terminal manufacturer confirmed to reporters that Samsung had contacted them in June and verbally notified them of the DRAM price increase plan. The executive stated that significant price hikes in upstream components would be passed on to the final product prices, potentially dampening some market demand. However, given that consumer electronics prices are generally not high at present, the price increase is not expected to significantly impact user purchasing decisions.

Since the beginning of this year, Samsung has raised storage product prices multiple times: the average selling price of DRAM in Q1 increased by about 90% compared to the previous quarter. Q2 data shows that after multiple adjustments to temporary quotes by Samsung and SK Hynix, the spot price of server DRAM in Q2 2026 surged by 53% to 58% quarter-over-quarter. According to Counterpoint Research statistics, Samsung continues to lead the storage business, with SK Hynix and Micron ranking second and third respectively. It is estimated that standard DRAM prices in Q2 2026 will increase by 50% quarter-over-quarter.

There is disagreement in the market over whether the overall selling price of the storage industry can sustain its previous growth rate. According to the latest memory price survey by TrendForce, some buyers' procurement prices are constrained by long-term supply agreements (LTA), leading to a moderation in overall price increases. During its earnings call at the end of last month, Micron Technology announced that it had signed 16 long-term supply contracts with customers, which are binding for specific quantities and set minimum prices. TrendForce stated that the overall DRAM market will remain extremely tight in Q3 2026, but downward revisions in consumer-grade application demand and a high base effect will narrow the contract price increase, which is expected to rise by 13% to 18% quarter-over-quarter.

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