Samsung denies reports that RAM is too expensive and Samsung has refused to place orders with its group companies
It has been reported that Samsung has rejected orders from group companies due to a RAM shortage caused by the AI bubble. Samsung has since issued a statement denying the reports.
[단독] 삼성 반도체, 갤럭시 D램도 분기별 계약 | 서울경제
Samsung rejects long-term RAM supply deal for Galaxy phones - SamMobile
RAM is so expensive, Samsung won't even sell it to Samsung | PCWorld
https://www.pcworld.com/article/2998935/ram-is-so-expensive-samsung-wont-even-sell-it-to-samsung.html
On December 1, 2025, the Seoul Economic Daily reported, 'According to industry sources, Samsung's semiconductor division recently discussed a long-term supply of mobile DRAM chips for more than a year with Samsung's mobile device division, but maintained the previous three-month quarterly contract. However, a broad agreement was reached on the minimum supply volume for 2026, avoiding the worst-case scenario of the mobile device division being unable to secure DRAM.'
SamMobile, a Samsung-focused media outlet, reported, citing a report from the Seoul Economic Daily, that Samsung's semiconductor division rejected a deal proposal from Samsung's mobile device division. 'If the deal had gone through, Samsung's semiconductor division would have supplied DRAM chips for Galaxy smartphones for at least a year, but in order to maximize profits, Samsung rejected this long-term supply contract,' the report said.
However, a Samsung spokesperson responded to these reports, saying, 'Reports that our semiconductor division rejected a specific request are untrue. We work closely with customers around the world to address industry needs.'
As more and more AI-related services are launched, the demand for storage and memory required to run AI is skyrocketing. OpenAI announced a partnership with Samsung and the SK Group on October 1, 2025, to secure a monthly supply of up to 900,000 DRAM wafers. Tom's Hardware, a leading international media outlet, even reported that 'Samsung's next-generation V9 NAND flash memory is already fully booked even before its release.'
As a result of these factors, it is predicted that prices for consumer SSDs and memory will continue to rise.
Market forecast predicts that SSD and memory prices will rise and supply shortages will continue for 10 years, so buy while they're cheap - GIGAZINE
There is also a view that DRAM prices are being manipulated.
Industry companies blame rising DRAM prices on AI demand, but some see price manipulation as a real problem.
Related Posts:
