Samsung Electronics is preparing to raise prices for dynamic random-access memory (DRAM) by approximately 20% in the third quarter, according to reports from Jornal Economico.
The move marks a significant reversal for the world’s largest memory chipmaker, which has spent the past year navigating a prolonged downturn in the semiconductor cycle.
The price hike reflects a tightening market where supply constraints are beginning to outweigh softness in traditional consumer electronics demand.
The pricing power stems largely from surging demand for high-bandwidth memory (HBM) and other advanced DRAM variants used in data centers and AI servers.
As cloud providers and tech giants accelerate capital expenditure on generative AI infrastructure, the appetite for high-performance memory has outpaced production capacity.
This structural shift is allowing manufacturers like Samsung to command premium pricing, moving away from the volume-driven, low-margin dynamics that characterized the previous cycle.