Samsung Q3 DRAM price negotiation direction is out: up 20% month-on-month.
This isn’t market hearsay—multiple consumer electronics makers have confirmed they received an oral notice. Combined with Q1’s 90% increase and Q2’s 50–60% rise, the cumulative increase for the first half has already exceeded 200%.
TrendForce’s forecast is 13–18%, and Samsung’s 20% has gone above the upper end of that range. The tone, using a line from Korean media, is “very tough.”
What I’m watching is another figure: when Q1 was up 90%, downstream still managed to digest it; when Q2 rose 50–60%, they started to complain of pain; if Q3 rises another 20%, how badly will PC and smartphone makers’ cost structures be impacted? Some manufacturers are already saying their “capacity to withstand it is close to the limit.”
It’s not just Samsung raising prices. SK hynix and Micron are also moving in sync. HBM demand for AI servers has pulled DRAM capacity away, leaving the consumer market unable to get supply.
What’s interesting about this is not that “Samsung is very aggressive,” but that the price-increase curve for the first time crosses with the downstream tolerance curve.
$BTC
This isn’t market hearsay—multiple consumer electronics makers have confirmed they received an oral notice. Combined with Q1’s 90% increase and Q2’s 50–60% rise, the cumulative increase for the first half has already exceeded 200%.
TrendForce’s forecast is 13–18%, and Samsung’s 20% has gone above the upper end of that range. The tone, using a line from Korean media, is “very tough.”
What I’m watching is another figure: when Q1 was up 90%, downstream still managed to digest it; when Q2 rose 50–60%, they started to complain of pain; if Q3 rises another 20%, how badly will PC and smartphone makers’ cost structures be impacted? Some manufacturers are already saying their “capacity to withstand it is close to the limit.”
It’s not just Samsung raising prices. SK hynix and Micron are also moving in sync. HBM demand for AI servers has pulled DRAM capacity away, leaving the consumer market unable to get supply.
What’s interesting about this is not that “Samsung is very aggressive,” but that the price-increase curve for the first time crosses with the downstream tolerance curve.
$BTC