Samsung raises DDR5 contract price by over 100% - "No stock"

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Or is it just one of Phil's balls in my throat?

It appears the super-inflated DRAM pricing is here to stay, as Samsung has reportedly increased the DDR5 contract price by over 100%. This sudden increase has brought the DDR5 contract price to $19.2 per Jukan on X. Citing Taiwanese media reports, Jukan claims that Samsung informed "downstream customers", or OEMs, that there is "no stock!".

Not only has Samsung increased the DDR5 contract price, but the contract price of DDR4 DRAM has also followed suit. Jukan reports that contract pricing for 16 GB of DDR4 DRAM has jumped to $18. So, OEMs and customers looking towards DDR4 memory as a temporary, cost-effective solution may now have to face the same sort of price inflation as DDR5.

Finally, Taiwanese media also remarks that, contrary to expectations of a gradual pricing decrease, spot DDR5 memory prices have seen even worse inflation in December. DDR4 memory prices are also on the rise, with "no signs of resting".

How will the increase in the DDR5 contract price affect consumers?

While Samsung's DDR5 contract price increase directly affects the OEMs buying memory chips at scale, the OEMs are likely to pass the burden on to the consumers. For instance, Lenovo could bump the price of its 2026 laptop lineup to account for the latest DDR5 pricing bump. Laptop makers could even reduce the amount of memory in entry-level SKUs to save costs. The same could be true for smartphone makers like Apple and even Samsung.

So, if you need a new phone, laptop, or desktop RAM urgently, it might be a good idea to buy what you need right now. We are expecting some major price hikes in Q1 2026, and things aren't expected to improve until 2027.
 
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Yes. This will cause more people to buy used therefore killing the planet a bit slower and possibly teaching people important lessons about the not needing best and latest. MacBook M1 Max is half the price of a new regular M5, while often outperforming it significantly in benchmarks.

I think it's more likely that people behave the same way, but rely more on credit than before, thereby setting up the next disaster after the AI bubble bursts.
 
This should, at the very least, trigger an antitrust investigation into potential artificial price inflation and market manipulation. Simply claiming "there is no stock" while the three major manufacturers control virtually the entire global DRAM supply sounds far more like deliberate supply restriction to drive prices up than a genuine shortage.

There is obviously stock available. What actually exists is a financial incentive to redirect capacity toward higher-margin products like HBM for AI, squeeze the consumer market, and force price hikes knowing that OEMs and end users have no real alternatives. This is a classic example of behavior that has historically resulted in multi-billion-dollar fines for cartel activity and price fixing in the memory industry. This isn't "market forces", it's concentrated opportunism — and yes, in many jurisdictions, that is a crime when proven.
 
I think it's more likely that people behave the same way, but rely more on credit than before, thereby setting up the next disaster after the AI bubble bursts.
Back in the day higher prices meant sales fell. But when people have been so thoroughly zombified by consumerism folks will buy whatever even if it costs an arm and a leg. Finance your car, then a phone, then a burrito, now ram.
 
hail satan GIF
 

You think Sony is immune to this? They even added DDR5 memory in PS5 Pro and GDDR6 is produced by Samsung as well (and Hynix, Micron - all of them are data center focused).

Ehhh, I think we will be revisiting posts like these 6 months from now.
 
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Maybe letting a couple of manufacturers being resposnsible of producing hardware for the entire planet wasn't such a good idea after all.
Especially when talking about a commodity that keeps getting more and more in demand as the time goes.
 
We live in "wonderful" times. If someone had told me three or five years ago that something like this was even possible, I wouldn't have believed it. The saddest thing is that it looks like this is just the beginning.
 
You think Sony is immune to this? They even added DDR5 memory in PS5 Pro and GDDR6 is produced by Samsung as well (and Hynix, Micron - all of them are data center focused).

Ehhh, I think we will be revisiting posts like these 6 months from now.
Those that want a ps5 here have one. I love mine
 
SSDs are next?
Maybe, I'm not sure how they are made but probably similar. It is not cheap to build a fab to make these parts.

edit: looks like ddr5 isn't cutting edge and ssd's are easier than that

DDR 5 and SSD's approx 10nm and more


  • $10–20+ billion USD to build and equip a fab
  • Thousands of highly specialized engineers
 
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What are the chances this pushes the next console launches out by a year or more? Anyone think that Holiday '27 assumption is going to slip to '28?
 
Not to be facetious but we really hit diminishing returns this gen. More RAM, for what? AI visualisations are much more interesting than video games graphics these days.

Well if you just game you probably do not need more than 16 gig but DDR does better with 2 sticks so it's mostly sold in pairs of 16.
32 benefits gamers now because they usually have something else going on like discord, streaming, porn, and ever increasing windows bloat all running in the background.
 
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