Rumor
Samsung plans 100% NAND price increase for second quarter
Friday, March 6, 2026 at 11:08 AM
Samsung is reportedly planning a significant price hike for NAND flash memory, targeting another 100% increase in the second quarter following a similar rise in the first quarter of the year.
Context
Memory giant Samsung Electronics has reportedly implemented a massive 100% price increase for NAND flash and DRAM contracts in the first quarter of 2025, with plans for another 100% hike in the second quarter. This aggressive pricing strategy targets major global customers, including Apple, Nvidia, and AMD, as the industry faces a severe supply-demand imbalance. Apple has reportedly already agreed to these doubled rates for specialized LPDDR5X modules to secure production for the upcoming iPhone 17 series. This surge is driven by a structural shift in the semiconductor supply chain. To meet the exploding demand for AI infrastructure, manufacturers like Samsung, SK Hynix, and Micron are prioritizing high-margin HBM and server DRAM. This pivot has restricted legacy NAND and mobile RAM production capacity, leaving consumer electronics brands to navigate a high-cost environment to ensure component availability.
Sources (10)
Samsung Electronics Announces Results for Second Quarter of 2024Significant Infrastructure Cost Savings for AI Fraud Detection Using High-Density Memory | Samsung Semiconductor GlobalSamsung Electronics to raise NAND prices in 2024Kioxia Seeks Growth in AI Storage While Rivals Chase HBM Profits - BloombergIndustry insiders say Samsung has confirmed a DRAM price increase of 'over 100%' for its customers, so brace yourself for the next phase of the dreaded RAMpocalypse | PC GamerApple reportedly agreed to 100% price hike on Samsung RAMSamsung May Raise NAND Prices by 100% in Q1: Beyond a Cyclical Rebound - OSCOOSamsung Doubles NAND Prices as AI Data Centers Reshape the Memory Market | The Economy
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