Saad Ullah
⬤ Samsung Electronics pushed through sharp price hikes on its DDR5 server memory this month as AI data center demand continues straining global supply. The company raised prices by 30 to 60 percent compared to September levels, marking one of the biggest DDR5 price jumps in recent memory. Samsung's 32GB DDR5 modules climbed to about $239 in November from $149 in September, reflecting surging demand from hyperscale AI operators who need more memory to power their infrastructure.
⬤ Other DDR5 capacities saw similar increases, with 16GB and 128GB modules up roughly 50 percent while mid-range 64GB and 96GB modules rose by more than 30 percent. These price hikes came after Samsung delayed its October contract pricing, breaking from its usual monthly schedule. The increases stem from a collision of accelerated AI server buildouts and ongoing supply constraints across the semiconductor chain, making DDR5 one of the fastest-appreciating memory products in recent years as both spot and contract prices tighten simultaneously.
⬤ The industry is facing one of its most aggressive demand cycles for high-density memory as enterprises and cloud providers expand AI training and inference capabilities. The sharp month-over-month price jump underscores how quickly DDR5 supply has tightened. These dynamics have reshaped pricing expectations across the entire DRAM ecosystem, reinforcing Samsung's position as a dominant supplier during this period of surging AI infrastructure investment.
Saad Ullah
