Samsung reportedly plans 20% DRAM price increase in Q3 2026 amid persistent AI demand.

Samsung Electronics is reportedly planning to raise DRAM prices by approximately 20 percent in the third quarter and has verbally notified some customers of the plan, according to the Korea Herald citing a Chinese media outlet that cited industry sources.

An executive at a Chinese electronics manufacturer confirmed the move, stating the company had discussed the matter with Samsung last month and had already received verbal notice of the planned increase. The executive noted that higher DRAM prices could eventually lead to price increases for electronic products. Another industry source confirmed that Samsung had verbally informed some customers of the planned increase.

Samsung Electronics has not issued an official comment on its DRAM pricing for the third quarter.

The announcement comes as memory chip prices continue to recover amid tight supply conditions, with demand for chips used in artificial intelligence servers and advanced devices remaining strong. Market tracker TrendForce recently forecast DRAM contract prices to rise 13 to 18 percent in the third quarter from the previous quarter, citing expected supply shortages, though noting that weaker demand for consumer electronics could limit the scale of gains. TrendForce also projected NAND flash contract prices to increase 10 to 15 percent quarter-on-quarter in the July-September period.

Chinese market research firm Sigmaintell Consulting separately forecast contract prices for LPDDR5X 8GB chips to rise by approximately 20 percent in the third quarter.