Samsung and major customers have reached an agreement to increase DRAM prices, with DDR4 prices rising by approximately 20%

Recently, Samsung Electronics suddenly raised the price of DRAM.

According to industry insiders, Samsung Electronics had already finalized a plan with its major customers earlier this month to increase the price of DRAM supply. Although the specific details vary by customer, the average growth rate for DDR4 DRAM is determined to be in the double digits, while the average growth rate for DDR5 DRAM is in the single digits. It is reported that DDR4 is about 20% and DDR5 is about 5%.

A knowledgeable industry insider said, 'Samsung Electronics has signed DRAM supply contracts with customers at increased prices,' and added, 'DRAM prices in the entire semiconductor industry are rising.'.

This is Samsung Electronics' first increase in DRAM prices this year, and also the first increase in nearly a year.

Last year, DRAM was affected by declining demand and oversupply. According to market research firm DRAMeXchange, the decline in PC DRAM general-purpose products (DDR4 8Gb 1Gx8) only began in the second half of last year, with an average contract price drop of 20.59% in November of last year.

The actual fixed transaction price of DRAM has also been rising since April. Last month, the price of DDR4 8Gb (1Gx8 2133MHz) for PC increased by 22.22% month on month. This is the first time since April last year that the fixed trading price has increased.

According to reports, this is due to a sudden increase in demand for inventory hoarding. The report points out that, PC、 Mobile phone and server manufacturers have seen an increase in orders, attempting to obtain DRAM ahead of Trump's tariff burden.

Another analysis is that people believe that DRAM prices are currently at their lowest point, which is also driving demand.

With increasing demand and rising prices, the memory industry is expected to experience rare growth.