Samsung Raises DRAM Prices Another ~30% for Q2 2026 Contracts

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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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Samsung Raises DRAM Prices Another ~30% for Q2 2026 Contracts — Why DDR4 & DDR5 Spot, Retail, and Secondary Prices Are Dropping Anyway