Samsung has reportedly increased prices for key DDR5 memory modules by up to 60% this month, driven by a global rush to expand AI data centers that’s straining supplies, sources familiar with the changes told Reuters. The hikes come after Samsung unusually delayed its October contract pricing, which it typically sets monthly. This spike in server-grade DDR5 costs is adding pressure to hyperscalers and OEMs already facing shortages. Fusion Worldwide president Tobey Gonnerman noted to Reuters that many big server builders are accepting they “won’t get nearly enough product,” with premiums hitting “extreme” levels.
Recent contract pricing shows the sharp rise. Samsung’s 32 GB DDR5 module jumped from $149 in September to $239 in November, while 16 GB and 128 GB modules rose about 50% to $135 and $1,194. The 64 GB and 96 GB versions saw increases over 30%, sources said.
The shortage is sparking panic buying and rippling through the chip market. Semiconductor Manufacturing International Corporation (SMIC) reported buyers are holding off on orders for other chip types due to DDR5 tightness, and Xiaomi warned that higher memory costs are inflating smartphone production. It’s a win for Samsung, which lags in AI processors but now holds stronger pricing power than SK Hynix and Micron. TrendForce predicts Samsung’s contract prices could climb 40-50% in Q4, outpacing the broader market’s 30% forecast, thanks to robust demand and supply deals extending to 2026 and 2027.
What do you think about these memory price surges? I’d love to hear your thoughts!
Source: Reuters
