Overview
- Reuters sources say Samsung raised certain DDR5 contract prices versus September, including a 32GB module jump to $239 and roughly 50% increases on 16GB and 128GB parts.
- Industry executives report panic buying and tighter allocation, with analysts noting customers are locking in long‑term deals that stretch into 2026 and beyond.
- Silicon Motion’s CEO said HDD, DRAM, HBM and NAND will be in severe shortage in 2026 and that most capacity is already sold out.
- Early downstream effects are evident as Xiaomi cited higher memory costs in raising smartphone launch prices, while SMIC said the shortage is causing customers to delay other chip orders.
- TrendForce expects DDR5 prices to keep rising through much of 2026, and board‑channel reports suggest GPU makers could lift prices in late 2025 or early 2026 as GDDR costs climb.