Samsung raised prices by up to 60%. Samsung Electronics unexpectedly raised prices for a number of memory chips to 60% in November. This information was published based on sources familiar with the process.
It was found that such a rapid and strong price increase is due to a sharp increase in demand for global AI infrastructure, but an increase in delays and disruptions in the supply chain. Therefore, since September, contract prices offered to large Samsung clients have been steadily increasing.
For example, the 32-GB DDR5 module cost $149 in September and reached $239 by November. Also:
The price of 16 GB and 128 GB models increased by almost 50%;
In the 64 GB and 96 GB versions, an increase of more than 30% was noted.
Such growth is seriously affecting not only server technology companies, but also manufacturers of smartphones, laptops, and various household electronics. Experts say that due to the increase in the cost of internal components, ready-made devices - especially high-series equipment - may become more expensive in the coming months.
Samsung Electronics has not yet officially commented on the price increase. However, it is known that the company plans to launch new high-performance chip production lines in South Korea. Experts emphasize that this decision is related to the medium- and long-term growth prospects of the artificial intelligence market.
Industry analysts predict that Samsung may increase contract prices by another 40-50% by the fourth quarter of 2025. This will be almost 30% higher than overall market expectations.
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