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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 has announced a significant price increase of over 20% for LPDDR and commodity DRAM in Q3, compounding the previously drastic hikes of 90% in Q1 and 50-60% in Q2. The increase is driven by severe supply constraints and ongoing demand in the consumer electronics sector. With this being the third consecutive quarter of price hikes, the industry anticipates it will face ongoing challenges as critical memory components become increasingly expensive. Additionally, the situation is exacerbated by Samsung's larger share of the volatile DRAM market, compared to SK hynix, which has more stable pricing due to its focus on AI-related products.
MonitorConfidence: HighShort term horizonSupply chain risk: High
Published 3 Jul 2026, 10:21 UTC3 min read
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Summary
TL;DR
- Samsung raises LPDDR and DRAM prices by over 20% in Q3 2026
- Previous hikes were 90% in Q1 and 50-60% in Q2
- Increasing prices are attributed to severe bottlenecks in supply
- Samsung's price volatility contrasts with more stable pricing at SK hynix
- Long-term agreements are becoming more common, potentially affecting future prices
Interesting facts
- LPDDR5X 12GB contract prices have increased by $68.8 this year, reaching $145.
- Samsung and SK hynix are investing $800 billion in memory chip capacity expansion over the next decade.