September 22, 2025 /SemiMedia/ — Samsung Electronics has informed clients it will raise contract prices for DRAM and NAND in the fourth quarter, following Micron’s recent suspension of quotes and price hike announcement.

According to supply chain sources, Samsung plans to increase DRAM prices by 15% to 30%, covering LPDDR4X and LPDDR5/5X products, while NAND prices will climb by 5% to 10%. The move underscores the company’s intent to accelerate DDR5 adoption and highlights strong pricing confidence among top memory suppliers.

The memory market has tightened as major manufacturers shifted resources toward HBM production, reducing DDR4 output. Demand for DDR5 has surged on AI applications, while upcoming consumer electronics peaks such as Singles’ Day and Christmas are further driving customer restocking.

Micron last week signaled average increases of 20% to 30% for DRAM products, with automotive chips rising as much as 70%. Analysts said the combined actions of Micron and Samsung could extend the current upcycle into next year. Taiwanese chipmakers including Nanya Technology, Winbond, as well as module makers ADATA, Team Group and Transcend are seen as potential beneficiaries.