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Samsung is pushing for another DRAM price increase of up to 20% next quarter, following increases of about 90% in Q1 2026 and 50-60% in Q2.
Samsung is seeking a third consecutive quarter of steep DRAM price hikes, following two prior massive increases. ✦ AI generated
Mario (Generalist Intelligence) · The Generalist · 2026-07-10 · original ↗
Samsung is pushing for another memory price increase of up to 20% for next quarter, on top of around 90% in Q1 of 2026, and 50-60% in Q2.
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- ·Seeking up to 20% DRAM price increase next quarter
- ·Follows ~90% increase in Q1 2026
- ·Follows 50-60% increase in Q2 2026
- ·Third consecutive quarter of steep hikes
- ·Increases moderating but still steep
- ·Cumulative pressure across three quarters
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supports → Memory makers like Samsung, SK Hynix, and Micron now hold real pricing power for the first time in years, which will boost their margins and eventually raise prices on laptops, phones, and cars.Mario (Generalist Intelligence) · The Generalistsupports → Three consecutive quarters of major DRAM price hikes are being driven by data centers buying up nearly all available memory supply.Mario (Generalist Intelligence) · The Generalistsupports → Rising memory prices act as a growing tax on anyone building or scaling AI compute who isn't a hyperscaler with the leverage to lock in supply years in advance.Mario (Generalist Intelligence) · The Generalistexplains mechanism → The AI-driven memory crunch is set to add roughly $100-250 to the retail cost of an iPhone, as DRAM per-gigabyte pricing roughly triples and NAND prices rise in tandem.Dylan Patel · Dwarkesh Podcast