The global memory chip shortage is intensifying across all sectors—from servers and PCs to mobile devices. Leading manufacturers like Samsung Electronics and SK Hynix are shifting focus to high-value AI-driven products, such as High Bandwidth Memory (HBM), reducing the supply of standard DRAM.
Analysts predict a 43% surge in low-power DRAM prices for mobile devices in Q4 2025 compared to the previous quarter. Facing rising costs, smartphone and PC makers are considering price hikes for their products.
Prices of all mainstream DRAM types have risen steadily since mid-2025.
In its November 10 semiconductor report, market research firm TrendForce revised its DRAM price forecast upward for all applications—a rare move following last month’s adjustment. The revision reflects deepening supply shortages in server, PC, and mobile markets, forcing manufacturers to raise prices.
Low-power DRAM for mobile devices (LPDDR) saw the steepest projected increase. Earlier estimates of 18-23% for LPDDR4 (used in budget phones) and 20-25% for LPDDR5 (premium models) were raised to 38-43%.
TrendForce noted that some memory producers have paused quoting prices due to overwhelming order volumes, especially as smartphone brands prepare 2026 launches amid tight supply.
PC DRAM prices are now expected to rise 25-30% (up from 18-23%), while server DRAM—the epicenter of the shortage—is forecast to climb 28-33%. NAND flash prices are also projected to rise quarterly through Q4 2026.
NAND flash memory prices are also expected to rise in late 2025.
Major device manufacturers like Apple and Samsung are securing long-term DRAM and NAND flash contracts, with some extending through 2027. Facing higher production costs, brands are evaluating price increases for upcoming models.
Reports indicate Samsung is considering raising prices for the Galaxy S26, slated for a February 2026 release.
