January 26, 2026 /SemiMedia/ — Recent supply-chain talk has suggested that Samsung Electronics is considering price increases for major DRAM products, including HBM, DDR5 and DDR4, as well as selected NAND flash items, with some products said to face hikes of up to 80%.

Samsung later clarified that the claims were inaccurate, saying it had not introduced a uniform, large-scale price increase across all memory products. The company did not disclose details on specific products or pricing changes, but denied reports of an across-the-board 80% hike.

Despite the denial, memory prices across the market have continued to rise. Demand for server DRAM and enterprise NAND has strengthened as AI data center expansion accelerates, while supply has struggled to keep pace in the short term. Industry data shows spot prices for 64GB RDIMM server memory modules have climbed to around $2,550, up more than 20% over the past two weeks.

On the NAND side, rising demand from enterprise servers and high-capacity storage has also tightened capacity. Industry sources say some customers are securing supply through advance payments and long-term agreements, pushing wafer-level NAND prices higher, while order fulfillment rates remain relatively low.

After Samsung’s denial, South Korean media again cited supply chain sources as saying the company had made sharp adjustments to NAND flash supply prices in the first quarter, with some products seeing increases of more than 100%. The report said the new pricing took effect at the start of the year.

Samsung has so far not commented on the South Korean media report.