Samsung Opens Q3 DRAM Talks at 20% Price Hike, Signaling Seller's Market

Samsung Electronics is pushing for up to 20% DRAM price increases in Q3 2026 contracts, with mobile LPDDR chips facing potentially steeper hikes. The move reflects tight memory supply driven by AI server demand, which has strained chip capacity faster than fabs can expand it. For OEMs and hyperscalers, a repricing of this magnitude in a single quarter is material. Samsung's opening position suggests confidence in its leverage—though memory cycles cut both ways.