Everyone is aware of the massive memory shortage the industry is currently experiencing, yet prices are reportedly still rising. According to an anonymous Samsung memory distributor, an immediate price hike of 80% has been applied. Later, an employee from the Device Solutions Campus in Giheung, located south of Seoul, confirmed this information. However, we still lack official confirmation from other third-party sources. If the 80% hike is accurate, it will likely apply to the latest batch of contract prices Samsung has imposed on its distributors. As new contract negotiations occur every quarter, it seems the 80% price increase is applied for Q1, given that the effect is noted as immediate.

The scope of this adjustment includes all Samsung memory products, which encompass a diverse range of offerings such as DDR, HBM, LPDDR, and GDDR solutions. These products are used in mobile devices, desktops, embedded systems, graphics cards, AI accelerators, and more. However, since some memory products are supplied directly to Samsung's customers without distributors, it is likely that only certain types of these products will experience a significant price increase, if the reports are accurate. We still have a few weeks left before the trickle-down economics of the supply chain start to manifest, so we will know for sure if these rumors are true.