Overview
- South Korean outlet Hankyung reports Samsung is evaluating price increases for Galaxy A and M models to offset rising memory costs, with Galaxy S devices largely unaffected for now.
- Surging HBM orders for AI servers are pulling wafer capacity from standard DRAM and LPDDR supplies, tightening availability for phones and PCs.
- TrendForce now projects general DRAM prices to climb 18–23% by the end of 2025, with elevated costs likely to persist well into 2026.
- Samsung is ramping advanced DRAM production, though new lines are at least a year out and unlikely to ease near-term shortages.
- Industry pricing has already jumped as Samsung and SK Hynix lifted DRAM and NAND module quotes by up to 30%, while big customers lock in long-term contracts and smaller buyers face partial fulfillment.