Samsung has reportedly raised prices for several DDR5 memory modules by up to 60% this month as supply tightens amid the global push to build AI data centers, according to two people familiar with the changes. The increases follow Samsung's unusual move to delay October contract pricing, which it normally sets each month. The jump in server-grade DDR5 costs is putting added pressure on hyperscalers and OEMs already short on parts. Fusion Worldwide president Tobey Gonnerman told Reuters that many major server builders "now accept that they won't get nearly enough product," with premiums reaching "extreme" levels. Recent contract pricing shows how fast costs have climbed. Samsung's 32 GB DDR5 module price rose from $149 in September to $239 in November. The company also raised prices for 16 GB and 128 GB DDR5 modules by about 50%, to $135 and $1,194. Prices for 64 GB and 96 GB modules increased by more than 30%, sources said.

The shortage has triggered panic buying for some customers and is disrupting demand for other semiconductor parts. Semiconductor Manufacturing International Corporation (SMIC) said the tight DDR5 market has caused buyers to hold back orders for additional chip types, while Xiaomi warned that rising memory prices are pushing up smartphone production costs. The shortage is turning into an advantage for Samsung. While the company still trails rivals in advanced AI processors, its memory division now has stronger pricing leverage than SK Hynix and Micron. TrendForce expects Samsung's contract prices to rise 40-50% in Q4, higher than the roughly 30% increase forecast for the broader market, supported by strong demand and long-term supply deals running into 2026 and 2027.

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