Samsung goes “Max Stonks” to get more money from its DRAM business; Proceeds to deny supply request from its own Mobile Experience Division
DRAM prices are shooting up, no matter if you’re on PC, mobile, or anything that is a full-blown digital system, and that green line up the charts has created some internal feud between Samsung’s own semiconductor business and Mobile Experience Division.
According to Wccftech, instead of locking in for a full year’s supply of volatile memory chips, they will be replaced with a quarter-based supply contract for frequent renegotiation based on the current trend of DRAM prices. And the situation has apparently been serious enough to scale all the way up to the executive level.
With sources from Sedaily, the cost of 12GB LPDDR5X RAM reached around US$70 last month – 2x the asking price at the start of 2025. And thanks to the overwhelming demand, Samsung is projecting around US$69B in 2026, assuming prices continue to climb alongside NAND chips and better 2nm GAA yields in its fabrication business.
However, whether this will affect the launch of the Samsung Galaxy S26 series smartphones next year, which is expected to be around February, is still unknown. But you know, if you can’t get it during launch, there are always discounts and promotions all around the year for a special grab.
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