Samsung Denies 80% Memory Price Hike
Recently, rumors have circulated that Samsung Electronics plans to sharply raise prices across memory products, including HBM, DDR5/DDR4 DRAM, and some NAND flash, with increases said to reach as high as 80%. Samsung has responded that these claims are inaccurate, stating it has not implemented a blanket 80% price hike across all memory products.
What is clear, however, is that surging AI data center demand is tightening the memory market. Industry forecasts suggest supply shortages could persist into 2027–2028, pushing prices steadily higher. Spot prices for server-grade 64GB RDIMM modules have already climbed to around USD 2,550, up more than 20% in just two weeks, while original quotes are approaching USD 1,000—nearly double previous expectations for early 2026.
On the NAND side, enterprise server demand is straining capacity, with wafer-level flash prices expected to rise 30%–50% and order fulfillment rates falling below 50%. Industry consensus points to a sharp jump in memory contract prices in Q1 2026, followed by slower increases in Q2, with DRAM up 20%–30% and SSD pricing continuing to climb by 30%–50%.
