80% of Samsung's data center memory is already sold for 2027, meaning yet another double-digit price increase for RAM expected and more likely to come
Next year isn't looking so hot for sensibly priced hardware upgrades either…
Samsung has already secured 80% of its memory production for 2027 through long-term agreements, according to Korean investment firm KB Securities. The remaining 20% will be in high demand from hyperscalers building large data centers. Furthermore, 70% of Samsung's commodity memory output, including DRAM and NAND, is already covered by five-year contracts.
Specialized memory, such as High Bandwidth Memory (HBM) used in graphics cards and data center accelerators, is expected to see a 100-150% year-over-year price increase, affecting the consumer market as well. The stock market may react negatively to these price increases, but KB Securities predicts that Samsung's earnings will grow by 57% in 2027, reaching 555 trillion Korean won.
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