March 11, 2026 /SemiMedia/ — Samsung Electronics is preparing another sharp increase in NAND flash prices in the second quarter, following a similar adjustment earlier this year, according to a report by Seoul Economic Daily.
The company already raised NAND prices significantly in the first quarter. If the new plan is implemented, Samsung’s NAND pricing could climb more than 200% in the first half of 2026 compared with levels at the start of the year.
The move suggests supply conditions in the NAND market are tightening, with price pressure potentially becoming stronger than in the DRAM segment. Memory makers are trying to capture stronger margins as demand from artificial intelligence infrastructure and cloud data centers continues to expand.
Industry observers say memory suppliers currently have stronger pricing power, leaving many buyers with limited room to negotiate as inventories remain tight across parts of the supply chain.
Other memory manufacturers, including SK Hynix and Japan’s Kioxia, are also expected to push for further price increases as they compete to secure large orders from hyperscale cloud companies.
The trend highlights how AI-driven demand is reshaping the memory market, supporting higher prices for both NAND flash and DRAM products.
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