Samsung has reportedly secured major five-year memory chip deals with global technology companies, leaving much of its future production already booked. According to a report from the source, 70% of Samsung’s DRAM supply and 100% of its high-bandwidth memory (HBM) production are reserved for next year.
The report also points to fierce competition among buyers for the remaining 30% of Samsung’s DRAM supply. Demand for memory chips continues to put pressure on supply, giving Samsung an opportunity to take advantage of rising prices and limited availability.
HBM prices are expected to increase by 150% to 200% next year. Meanwhile, DRAM prices may also see a double-digit increase in the first quarter of 2027. These increases are expected to boost profits for Samsung’s Device Solutions (DS) division, which handles its semiconductor business.
However, rising memory costs could create problems for Samsung’s consumer electronics business. The company’s Mobile eXperience (MX) division must compete with large external customers for DRAM supplies. As a result, higher component costs could push up prices for future Galaxy smartphones, including the Galaxy S27 series.