Samsung DRAM suddenly increases in price

Samsung DRAM suddenly increases in price

 

 

 

Samsung Electronics suddenly raised the price of DRAM. Due to the increasing demand for memory, the price of DRAM, which has been on a downward trend for over a year, has risen, attracting much attention.

 

 

 

It is reported that Samsung Electronics has finalized a plan to increase the price of DRAM supply with major customers earlier this month. Although the specific details vary by customer, the average growth rate for DDR4 DRAM is determined to be in the double digits, while the average growth rate for DDR5 DRAM is in the single digits. It is reported that DDR4 is about 20% and DDR5 is about 5%.

 

 

 

Samsung Electronics has signed DRAM supply contracts with customers at increased prices, and DRAM prices in the entire semiconductor industry are rising.

 

 

 

This is Samsung Electronics' first increase in DRAM prices this year, and also the first increase in nearly a year.

 

 

 

Last year, DRAM was affected by declining demand and oversupply. The decline of PC DRAM general-purpose products (DDR4 8Gb 1Gx8) only began in the second half of the year, with an average contract price drop of 20.59% in November last year. Afterwards, the stock continued to consolidate sideways until the first quarter of this year. The earliest signs of change appeared in April. Micron, the third largest DRAM manufacturer in the United States, has pushed for price increases. Micron attributed the reason to the Trump administration's increase in tariffs, but external interpretations suggest that the company withdrew from the market due to strong demand.

 

 

 

The actual fixed transaction price of DRAM has also been rising since April. Last month, the price of DDR4 8Gb (1Gx8 2133MHz) for PC increased by 22.22% month on month. This is the first time since April last year that the fixed trading price has increased.

 

 

 

As the world's largest memory supplier, Samsung Electronics has to adopt a conservative attitude in price adjustments, which is interpreted as a signal of strong demand.

 

 

 

This is due to a sudden increase in inventory hoarding demand. The report points out that, PC、 Mobile phone and server manufacturers have seen an increase in orders