Samsung Pushes Memory Prices Higher Again in Q3 Amid Ongoing Chipflation
Samsung is targeting up to a 20% quarter-over-quarter price hike for LPDDR server/mobile memory and commodity DRAM in Q3, following 90% increases in Q1 and 50–60% in Q2, as memory pricing remains tight amid bottlenecks and LTAs. While SK hynix steadies with long‑term AI-focused memory contracts, Samsung’s greater exposure to volatile commodity DRAM keeps its price moves more pronounced. The industry faces limited near‑term relief even as a massive capacity‑expansion plan (~$800 billion over 10 years) unfolds and LPDDR5X prices have climbed since 2025.