bsrtech
Samsung Raises DRAM Prices Another ~30% for Q2 2026 Contracts
AI data center buildouts keep pushing DRAM prices higher?
Samsung has finalized a 30% DRAM price hike for Q2 2026 contracts, yet secondary and retail markets are seeing a surprising drop. What is behind this market decoupling?
The “Paradox of 2026” comes down to a few key factors:
- The $600B Hyperscaler CapEx wave siphoning critical wafer capacity.
- Why Asia-led spot market drops reflect inventory flushes rather than a demand reversal.
- The “Inference Inversion” keeping DDR4 prices sticky despite consumer-side volatility.
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No…. The DRAM, SSD, and HDD price raises too much recently
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