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Samsung Is Increasing LPDDR And Commodity DRAM Prices By Over 20% In Q3 After Hiking By 90% In Q1 And 50-60% In Q2

Samsung is planning a further 20% increase in DRAM and LPDDR contract prices for Q3 2026, marking the third consecutive quarter of significant hikes.

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The brief

Samsung Electronics is notifying customers of plans to raise DRAM and LPDDR memory prices by over 20% throughout the third quarter of 2026. This follows previous price increases of 90% in Q1 and 50-60% in Q2. Reports indicate that the Z Fold8 may be subject to a resulting retail price adjustment.

Coverage from outlets including The Korea Herald, TrendForce, and Wccftech highlights a memory shortage as a primary driver for these rising costs. Financial analysts at iM Securities have adjusted Samsung's annual operating profit forecast to 360 trillion won, while Barclays has lifted stock targets for both Samsung and SK Hynix citing robust HBM demand. Market observers are monitoring whether competitors like SK Hynix and Micron will follow suit with similar contract rate increases.

While stock targets for Korean suppliers have been raised, Morningstar notes that the industry remains cyclical. Coverage does not yet specify the full impact on global consumer electronics inventory beyond the Z Fold8.

Synthesized by PULSE from the headlines below under a strict no-invention contract. ✓ fact-checked: all claims supported by sources Updated 87d ago.

Quick answers

How much are DRAM prices increasing in Q3?

Samsung is planning a price hike of over 20% for LPDDR and commodity DRAM.

What preceded the Q3 price increase?

Samsung previously increased prices by 90% in Q1 and by 50-60% in Q2 of 2026.

Will other companies raise their prices?

Coverage suggests SK Hynix and Micron may follow Samsung's move, though this remains to be confirmed.

Coverage (14)

Topics

Samsung DRAM LPDDR Semiconductors SK Hynix Micron

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