Samsung's 60% DRAM Price Hike Signals a New Phase of Global Memory Tightening
8 days ago
- #Samsung
- #AI
- #DRAM
- Samsung increases memory chip prices by up to 60% due to AI-driven demand.
- 32 GB DDR5 module prices rose from $149 to $239 in two months.
- AI data centers are straining global DRAM supply chains.
- Samsung, SK hynix, and Micron prioritize high-end AI server chips, reducing traditional DRAM production.
- Retail DDR5 prices have doubled year-over-year, DDR4 prices up 20-30%.
- Analysts predict elevated DRAM prices will persist into 2026 due to supply constraints.
- Secondary market for used DRAM sees rising prices, narrowing the gap with new modules.
- Buyers advised to plan strategically due to long lead times and thin inventory buffers.
- AI boom transforms DRAM from a commodity to a strategic bottleneck in computing.