Overview
- Samsung delayed finalizing DDR5 contract pricing into mid-November, with Micron and SK hynix also reported to be holding off on new customers through year-end.
- Spot 16Gb DDR5 prices nearly doubled in a month to about $15.50, highlighting acute near-term tightness.
- Module vendors including ADATA, Crucial, Corsair and G.Skill are declining new orders, and some retailers are restricting SSD and HDD sales, with ADATA’s chairman confirming shortages.
- Industry reporting cited by Digitimes projects DDR5 prices could rise 30% to 50% per quarter from late 2025 through the first half of 2026.
- Market reaction includes Micron shares rising more than 4% on the pricing reports and SK hynix saying its 2026 production is already sold out.