TheRetroArcade
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Posts: 1,967
Joined: Feb 2026
Joined: Feb 2026
It's going to get worse before it gets better, that much seems clear.
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If you were looking for good news surrounding the ongoing memory crisis, you've clicked on the wrong article. According to South Korean news outlet SEDaily, its sources have informed it that both Samsung and SK Hynix have notified their customers of another second-quarter DRAM price increase, and are currently entering into price negotiations.
Smaller customers (i.e., many of the ones that package DRAM chips on to RAM modules, graphics cards, and more) are "expected to accept significant price increases to secure DRAM supply", according to the outlet.
An "industry insider" speaking to SEDaily said: "Samsung Electronics’ current production capacity can only handle about 60% of the volume due to the continued surge in DRAM demand."
"Customers are also focusing on securing volume", the source says, rather than the price they secure it at, "so there will be no problem with a significant price increase."
Further to that point, the outlet also says that some industry insiders are speculating that some of Samsung and SK Hynix's customers might need to accept a price increase of more than double the previous contract's figures.
With the supply so significantly constrained, and the AI demand showing no signs of slowing, DRAM manufacturers have their pick over which businesses to prioritise when it comes to the best deals.
Small and medium-sized companies now seem to be in the position of having to negotiate their relatively short-term contracts (compared to longer-term contracts agreed upon by larger businesses) within unfavourable pricing conditions—taking deals that would be unthinkable a few years ago in order to guarantee supply.
Keep up to date with the most important stories and the best deals, as picked by the PC Gamer team.
"Regardless of whether the client is large or small, the contracted quantity reflects the market price and the product price increases", says another unnamed source. "However, when the existing contract ends and a new contract is signed [for smaller customers], the price increase is bound to be larger because there is no agreed-upon price range."
And higher costs for suppliers mean higher costs for the end consumer. Research and analysis firm Gartner recently estimated that DRAM and SSD prices will surge by 130% by the end of 2026, and that this will...Read more: Full article on www.pcgamer.com
What do you think about this?
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
Keep up to date with the most important stories and the best deals, as picked by the PC Gamer team.
You are now subscribed
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Every Friday
GamesRadar+
Your weekly update on everything you could ever want to know about the games you already love, games we know you're going to love in the near future, and tales from the communities that surround them.
Every Thursday
GTA 6 O'clock
Our special GTA 6 newsletter, with breaking news, insider info, and rumor analysis from the award-winning GTA 6 O'clock experts.
Every Friday
Knowledge
From the creators of Edge: A weekly videogame industry newsletter with analysis from expert writers, guidance from professionals, and insight into what's on the horizon.
Every Thursday
The Setup
Hardware nerds unite, sign up to our free tech newsletter for a weekly digest of the hottest new tech, the latest gadgets on the test bench, and much more.
Every Wednesday
Switch 2 Spotlight
Sign up to our new Switch 2 newsletter, where we bring you the latest talking points on Nintendo's new console each week, bring you up to date on the news, and recommend what games to play.
Every Saturday
The Watchlist
Subscribe for a weekly digest of the movie and TV news that matters, direct to your inbox. From first-look trailers, interviews, reviews and explainers, we've got you covered.
Once a month
SFX
Get sneak previews, exclusive competitions and details of special events each month!
If you were looking for good news surrounding the ongoing memory crisis, you've clicked on the wrong article. According to South Korean news outlet SEDaily, its sources have informed it that both Samsung and SK Hynix have notified their customers of another second-quarter DRAM price increase, and are currently entering into price negotiations.
Smaller customers (i.e., many of the ones that package DRAM chips on to RAM modules, graphics cards, and more) are "expected to accept significant price increases to secure DRAM supply", according to the outlet.
An "industry insider" speaking to SEDaily said: "Samsung Electronics’ current production capacity can only handle about 60% of the volume due to the continued surge in DRAM demand."
"Customers are also focusing on securing volume", the source says, rather than the price they secure it at, "so there will be no problem with a significant price increase."
Further to that point, the outlet also says that some industry insiders are speculating that some of Samsung and SK Hynix's customers might need to accept a price increase of more than double the previous contract's figures.
With the supply so significantly constrained, and the AI demand showing no signs of slowing, DRAM manufacturers have their pick over which businesses to prioritise when it comes to the best deals.
Small and medium-sized companies now seem to be in the position of having to negotiate their relatively short-term contracts (compared to longer-term contracts agreed upon by larger businesses) within unfavourable pricing conditions—taking deals that would be unthinkable a few years ago in order to guarantee supply.
Keep up to date with the most important stories and the best deals, as picked by the PC Gamer team.
"Regardless of whether the client is large or small, the contracted quantity reflects the market price and the product price increases", says another unnamed source. "However, when the existing contract ends and a new contract is signed [for smaller customers], the price increase is bound to be larger because there is no agreed-upon price range."
And higher costs for suppliers mean higher costs for the end consumer. Research and analysis firm Gartner recently estimated that DRAM and SSD prices will surge by 130% by the end of 2026, and that this will...Read more: Full article on www.pcgamer.com
What do you think about this?