Samsung Plans 20% Q3 Memory Price Hike After 90% Q1 DRAM Surge
Updated
Updated · Wccftech · Jul 3
Samsung Plans 20% Q3 Memory Price Hike After 90% Q1 DRAM Surge
3 articles · Updated · Wccftech · Jul 3
Summary
Samsung is negotiating Q3 increases of up to 20% for commodity DRAM and more than 20% for LPDDR, extending its memory price hikes into a third straight quarter.
Severe LPDDR bottlenecks are driving the latest move, while Samsung’s larger exposure to the more volatile commodity DRAM market leaves it repricing more often than SK hynix.
The new increases follow a 90% commodity DRAM jump in Q1 versus Q4 2025 reference prices and another 50% to 60% sequential rise in Q2, though the pace is now moderating.
LPDDR5X 12GB contract prices have already tripled since Q1 2025, reaching about $145 recently from around $120 in late Q1 and early Q2 2026.
An $800 billion Samsung-SK hynix capacity expansion plan stretches over 10 years, leaving little prospect of near-term relief for electronics makers.