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

> **Open Intelligence Dossier** · First detected: 2026-07-04 02:07 UTC · Category: Business

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

## Intelligence 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.

## Multi-Source Evidence Table
| Source Outlet | Headline | Verification URL |
|---|---|---|
| The Korea Herald | Samsung reportedly plans 20% DRAM price hike in Q3 | [Source Link](https://news.google.com/rss/articles/CBMiV0FVX3lxTE9mUkNpR25TWHJybkxPSkxSdnpiSnVYWEVicGxvLWV0dWJBTUR5WVRrRjdHN2RjY2l2aDlVQlFqUzJ0Mi05REc0TFJZcnBVWUZTY0VlY184SQ?oc=5) |
| Seoul Economic Daily | Memory Shortage Sends Chip Prices Up 4.6-Fold; Samsung's Z Fold8 Likely to See Price Hike | [Source Link](https://news.google.com/rss/articles/CBMingFBVV95cUxOOTZMVnB2LUhtc1FqYVJMaXRJM3loSm1abG1lWWdHNktOSThiclVNc2RYd25GQkNCVXNtemFkSm1CNF9BQURQeGxxZS0xck94c3kxVk44aTF4dk5pQmlrbF9xUXdPSXpVMXVYN1RzN3NjM3pYRThUajhPZUpGMjljZFJickx4UUtuTVlIZkRGeFJGWFpPaWt1OGVhZFV1Zw?oc=5) |
| Notebookcheck | Memory chip prices set to jump again as Samsung moves to raise contract rates | [Source Link](https://news.google.com/rss/articles/CBMivwFBVV95cUxOYkdaMW5EZHZUY2ZzdnBjbkV0aXlGaWhnQ2tObzEycG1FVENZczFHay0yVm0zU3lXSVlVYmo5Z2ZQYnR2WUFKcTk0b08yVi00NWluZG5GT2d2NzZCNUJxaVR5enotTGtKaTVlS1N4TE9wVnBNNlBmdWdPZmFKTEZDRDFTSkhYZ0JEMzdCTVZRWVZodXdHQUhVNUlSRlF1Nk50SHJDWDBmdmF1cmVobVd5OVY2TGRDVXpYVUdCR0RZYw?oc=5) |
| 아시아경제 | "Samsung Electronics Plans 20% DRAM Price Hike in Q3... Notifies Some Customers" | [Source Link](https://news.google.com/rss/articles/CBMiZEFVX3lxTE51RlI0ajB3QkxSOHpZN3ZncllZbmcwY0xRQU1Rd3ZQN2FFcUlOS2xua1A2SmFlclIwNzRTVmFqaWhCUGxsZ3RfUmQxU0Jjc0NEX2lmT2V0MFh1d2tudC1KcEw4TUc?oc=5) |
| Ad-hoc-news.de | Samsung's Wild Week Exposes the High-Stakes Game of AI Memory Pricing | [Source Link](https://news.google.com/rss/articles/CBMixwFBVV95cUxNVVpEYm5DZUUzdjdheFFiZ052Z2lRWmtmb2lUM0U5SXZvei1CemZGZE9YX2VjU2hIaFcyeVZQOVVSYjYtWEl4VTZYQ1RxeklQRTkteE1ZUm9GM214MVRoeng2UnVnVU52TnNMaVc1WmVHd0tuRXFFVUFmM1V0ZnhENWozOVhfSmJaWmpjNnhDSjRxRlIxNWNUNkhLWFAwS2tIWjc4Q1M1M092UHlZV1FuZ1RQRXR0VmFzbXl1WGJhS2g2bjNrLTVN?oc=5) |
| applemust.com | RAM-ageddon continues: Samsung eyes another 20% DRAM hike | [Source Link](https://news.google.com/rss/articles/CBMiigFBVV95cUxNR3hWVGtSX29zR1N6MHJLVzlDVzBmTTRUb3hWUmpmMHBwRm55dEZqcU1LQ0hMUXJNRDF5ek4zR0RURGpOSFV6ckdxYm9fNVFwdUhyN3NkWmx0ZHBhNFRwd1V4UW0xWnNIbkdqM0J0XzlEM3R3Vlktb1VKa3huR3FHR1dHNDB5ZTJFcnc?oc=5) |
| Investing.com | Samsung, SK Hynix stock targets lifted at Barclays on robust HBM demand | [Source Link](https://news.google.com/rss/articles/CBMixgFBVV95cUxNcE9XOGpMLXJyY2xQV19udFdMVDRqS05HUVRJVFpoWGxyZHZuWnU4NVVmcDBrUnQ5Sm5XQ0dmUXR3Q0xZLVUtdW9GV290UFNqazg2QjNtRHlLbkJiSTdmNTVkdGFMN0UzdGVJQ1lHd3Z2anZrcHBLZkVtaGdZckZlOTRTa1FnZ1o4aFdFbnh2eTNuejNlWERSYlo3TVVxdDl3R3RKR1AyVFJqNFNITk5VNTRHRTV5VWlJajk5VE0tNHhMRnFWRWc?oc=5) |
| finance.biggo.com | Samsung Electronics Pushes Up to 20% Q3 DRAM Price Hike, Defying 'Meta Shock' | [Source Link](https://news.google.com/rss/articles/CBMidkFVX3lxTE4teWZnVzhrRXJ1cUc1M2ZTRmxvOHhGdFVUWDJlcHY5Sl84OXF5c2xFbE1OVGJNSWFhV2JCb19jTDBMVE5ydUVfcERwVnZ6bVdwUVR3Q2Z1Z3FnZXZwLUNtaU1iU2pKeVVxOGhpU1FKU24yV0xwbGc?oc=5) |
| Tiger Brokers | After Two Quarters Of DRAM Price Surges, Samsung Eyes Another 20% Hike; SK Hynix And Micron May Follow | [Source Link](https://news.google.com/rss/articles/CBMiT0FVX3lxTFAtd282aTY1N01waDBURkRvQXlHc1lRN19VbHNKTXBmeFZRR3k3SXVOenpaX3FPVlFsUDI0aWRBSS1LUG1veTBETW5FTFozaGM?oc=5) |
| finance.biggo.com | iM Securities Raises Samsung Electronics Annual Operating Profit Forecast to 360 Trillion Won; Maintains 480,000 Won Target | [Source Link](https://news.google.com/rss/articles/CBMidkFVX3lxTE03d1ZQUVpjdHI0aWdoQUxlNFBWZ1p1X0s0UWVHX0x0cDZEWmZWaGkwSDBCczZacFE2b1pfZlNDdl9xYkFUc2xaS1JqRDJLZWtvUHJYNHNFT08zNFdWaTYxMm5nRm93WHlTMmJ2bmN0S21VeEQ4Z3c?oc=5) |
| Morningstar | Raising Fair Value Estimates for Korean Memory Suppliers, but Industry Remains Cyclical | [Source Link](https://news.google.com/rss/articles/CBMivwFBVV95cUxQbU12eHNPQW5ZcWR0ZXR3SHNyUXFwU3BJRDZ0ajFTY3Rad3hSNE96Z1h6WEh6VlZUQlphUUNfRW11ZTFoNnQ5azg5QXZmMjB3SUo3bnNjNU9fdy1VNU5rZ25iRHFBVTk2WjJ5Y3N0ZEhKYTN1NUJWeGI3VmlfT2RqWXRuYUFXRjBDczFYWThZRU5OWWRTbUhJd1BkbTZlX05IclI2bmxTYlQ1ZkdpekRnb3NIT19XNk1sZmY1TnFRdw?oc=5) |
| Baystreet.ca | Why Micron and SanDisk Shares Are Down 20% | [Source Link](https://news.google.com/rss/articles/CBMijwFBVV95cUxPVURVX081bVBkUmhrVExCblF2NUtiWmJ6dVdrcUkxOWhVbHJobWJEc3VlNkZQNkhJTGpSMThpWkdnU0hyakdBYzJCX01uTFBhdGFGREtSeWF4Y21FQlVKclFQeWt0b3RydlFkckRmSzhGUDhWMi0tUGp6c1g3LTRJLTFTWmZpUk1wLTdIeVVYWdIBfkFVX3lxTFA1bnFpZzgyWDhPNGlPb2FiQzlRN0VvejF4cXJtNV9nQjZCbENfeTZfSFpKVGZWVk1ORFZ4YUxSa004MnEwZ3d4SC0xX2ZCSnl0cUVPeFNYUHltZFo4ZnpPNmpsbDlrQmpHQUFuaXlkN2FESGpvVVFCX2ttREdrZw?oc=5) |
| TrendForce | [News] Samsung Reportedly Seeks Up to 20% 3Q26 DRAM Price Increase; LPDDR Hikes May Exceed 20% | [Source Link](https://news.google.com/rss/articles/CBMizgFBVV95cUxPR2JQSWU2bzlJNVZlYVpZSHdpeVdzNTZFMzNVSFQtYUVpcE9SbjNNWWp3SE9jUFZVbWlPWG9kOW1EX0tYMWxfMkNCdFpSQUxLOEt1cVdhN2xPZ0lrdDVvZXdNMjVYTGZCSk1haU1ITVo0ajUzX2FQUE0yNUZMMmZTUjhVQm9ZcFc2Nm1EWk14bWFPWkY5VnhsS2J6c3pyUVdmNVRNaUlvUGJfNFFORFhqWndnU1BsY21wOVRYeFNrbE5GekU2OVpxZHhHUTc5QQ?oc=5) |
| Wccftech | Samsung Is Increasing LPDDR And Commodity DRAM Prices By Over 20% In Q3 After Hiking By 90% In Q1 And 50-60% In Q2 | [Source Link](https://news.google.com/rss/articles/CBMizgFBVV95cUxOeFNJWWRBbTNranhzNFoyZDI4aUtaR0lWc0F5ZmxhQy1HNkFKc3QybVk1TElqU0JQcUNKQ191QmZKblZwZnNzeGo0aEY4QW1qT1YtaWk2bnBDZVVhMGdOQ2lEcGZWSXVGSzU5bC1qb1FrR3prNG83Q0NRTUhlRmZzVVRyZ1NqNk5GZGRGM0JXQVMtX0p4cUFMaTJxRXNjeXJIcF9vd053eEJYNm9LUmFtYmZWOGtVa2FtVXhQZzJHWk1CUDVuUGhWZlNISGQxZ9IB0wFBVV95cUxOQlhfYklrU000VUk5LUN5N1QyMVdsN2Z0LU9GeTNuaU1ubXJ2NTlJYVM2SzhuWkFEM3BsUlk1ZHA5djBCcXJucHd2MTk1S205aXEwdERaUEl0RHNESWRtWkJUNG1PZlVQb3pCRmdzVWxjOWlHWGlwRkQtQXhBMWlZdjAtTFF) |

---
*Canonical Source: https://pulse.byoviral.com/trend/2026-07-04/samsung-is-increasing-lpddr-and-commodity-dram-prices-by-over-20-in-q3-after*