We are all aware of the rising memory and storage prices due to high demand from AI manufacturers. Also, because of the increasing demand, reports suggest that there is a shortage of memory chips as well. This ongoing situation has begun to show its effects in the tech industry, with recent price hikes announced for smartphones, laptops, and tablets, while new devices are being launched at higher-than-expected prices.
Rumours indicated that the rising prices of memory and storage chips will also continue next year. A Korean publication, ZDNET Korea, now reveals Samsung may again increase DRAM prices in Q3 2026.
Samsung likely to hike DRAM prices in Q3
According to the report, some industry sources revealed that Samsung Electronics is currently negotiating with customers to raise the DRAM ASP (average selling price) by up to 20% in the third quarter of this year, compared to the previous quarter.
In the first quarter of 2026, Samsung Electronics’ DRAM ASP rose to the 90% range compared to the previous quarter; the second quarter is estimated to be at a 50%-60% level. In comparison, Samsung’s upward trend in DRAM ASP stands out compared to SK Hynix. The reason being general-purpose DRAM, which is subject to high price volatility, accounts for a large proportion of total production, and Samsung is the most proactive in raising prices.
And now the company is suggesting a price increase in Q3, hinting that it is focusing on profit maximisation, given the continuous supply shortages across the board driven by investments in AI infrastructure.
However, DRAM prices are said to remain stable in the future. This assumption is because the pace of price increases is gradually moderating, but the proportion of long-term supply agreements (LTAs) signed with key customers is steadily expanding. These supply agreements bind on the purchase of specific volumes and set a price that guarantees very high margins.
The report quoted an industry insider, “Due to the expansion of LTAs with price floors and HBM price negotiations, the DRAM market will not experience a sharp downturn next year.”
