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 42d 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)
- Samsung reportedly plans 20% DRAM price hike in Q3 The Korea Herald · 45d ago
- Memory Shortage Sends Chip Prices Up 4.6-Fold; Samsung's Z Fold8 Likely to See Price Hike Seoul Economic Daily · 45d ago
- Memory chip prices set to jump again as Samsung moves to raise contract rates Notebookcheck · 45d ago
- "Samsung Electronics Plans 20% DRAM Price Hike in Q3... Notifies Some Customers" 아시아경제 · 45d ago
- Samsung's Wild Week Exposes the High-Stakes Game of AI Memory Pricing Ad-hoc-news.de · 45d ago
- RAM-ageddon continues: Samsung eyes another 20% DRAM hike applemust.com · 45d ago
- Samsung, SK Hynix stock targets lifted at Barclays on robust HBM demand Investing.com · 45d ago
- Samsung Electronics Pushes Up to 20% Q3 DRAM Price Hike, Defying 'Meta Shock' finance.biggo.com · 45d ago
- After Two Quarters Of DRAM Price Surges, Samsung Eyes Another 20% Hike; SK Hynix And Micron May Follow Tiger Brokers · 45d ago
- iM Securities Raises Samsung Electronics Annual Operating Profit Forecast to 360 Trillion Won; Maintains 480,000 Won Target finance.biggo.com · 45d ago
- Raising Fair Value Estimates for Korean Memory Suppliers, but Industry Remains Cyclical Morningstar · 45d ago
- Why Micron and SanDisk Shares Are Down 20% Baystreet.ca · 45d ago
- [News] Samsung Reportedly Seeks Up to 20% 3Q26 DRAM Price Increase; LPDDR Hikes May Exceed 20% TrendForce · 45d ago
- Samsung Is Increasing LPDDR And Commodity DRAM Prices By Over 20% In Q3 After Hiking By 90% In Q1 And 50-60% In Q2 Wccftech · 45d ago
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