ALEXBSRIn Q1 2026, Samsung Electronics finalized DRAM contracts with price increases exceeding 100%—a dramatic escalation from the 70% projection just weeks earlier. Even Apple Inc. reportedly accepted the hike to secure LPDDR5X supply for its upcoming devices.
The driver is clear: AI infrastructure.
Hyperscalers such as NVIDIA, Microsoft, and Google are absorbing wafer capacity for HBM production, creating a structural shortage of conventional DRAM and NAND. Analysts at Gartner and IDC project AI data centers could consume up to 70% of high-end DRAM output in 2026.
The 2026 “Rampocalypse” is not cyclical—it is structural. When memory pricing doubles, hardware economics reset across the digital economy.
https://www.buysellram.com/blog/samsungs-100-dram-price-hike-and-why-even-apple-had-to-pay-up/
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Samsung’s 100% DRAM Price Hike and Why Even Apple Had to Pay Up
Samsung’s 100% DRAM price hike has sparked the 2026 memory crisis. AI-driven HBM production shifts, Apple’s acceptance of doubled pricing, and shrinking DDR4 supply are reshaping the global market. AI data center demand is squeezing supply, pushing PC and smartphone prices sharply higher.
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