Overview
- Reuters, citing people familiar, reports Samsung raised some November memory contract prices by as much as 60% versus September, concentrated in server-focused chips.
- Distributor Fusion Worldwide says Samsung’s 32GB DDR5 server modules climbed from $149 in September to $239 in November, with 16GB and 128GB DDR5 up about 50% and 64GB and 96GB up more than 30%.
- TrendForce projects 2026 DRAM capex up about 14% to $61.3 billion and NAND up about 5% to $22.2 billion, characterizing overall spending as conservative with limited support for bit growth.
- Major producers are channeling investment into process upgrades, higher stack counts, hybrid bonding and HBM rather than broad capacity expansion.
- Industry players report severe shortages triggering panic buying and deferred orders for other chips, with Xiaomi warning of higher smartphone manufacturing costs and Samsung declining to comment.