Global technology companies have signed major five-year memory chip agreements with Samsung, locking in a vast portion of the manufacturer's upcoming output. Sources indicate that buyers have reserved 70% of Samsung's DRAM output and 100% of its high-bandwidth memory production for the coming year.
Client competition is intense for the remaining 30% of DRAM inventory. High demand continues to squeeze supply lines, allowing Samsung to capitalize on climbing prices and scarce availability.
Industry forecasts show high-bandwidth memory costs climbing by 150% to 200% next year. DRAM costs may also experience a double-digit jump during the first quarter of 2027. These pricing surges should raise earnings for the Device Solutions division managing the semiconductor operations at Samsung.
Yet, expensive memory components might trigger difficulties for the consumer electronics branch of Samsung. The Mobile eXperience division must rival external corporate clients to secure DRAM stock. Consequently, elevated parts expenses may drive up retail rates for upcoming Galaxy phones, such as the Galaxy S27 lineup.
