Overview
- At CES, Samsung marketing chief Wonjin Lee said persistent memory inflation means the company may have to reprice products soon.
- Suppliers including Samsung and SK hynix are prioritizing high-bandwidth and server-grade memory for enterprise clients, leaving fewer chips for phones, PCs and TVs.
- Industry trackers report steep contract increases through 2025, with some modules up to about 60%, and expect further DRAM and NAND price gains in early 2026.
- Analysts say higher component bills are likely to push up retail prices or force spec adjustments, with research citing notable pressure on low- and mid-tier smartphones in markets like India.
- Some outlets report unconfirmed chatter that rising memory costs could delay certain new devices, including next‑gen game consoles, which remains speculative at this stage.