LPDDR is mainly used in smartphones, but it is also used in AI (AI) data-center accelerator cards because it supports easier 3D stacking, higher memory capacity per card, and competitive costs.

TrendForce said DRAM contract prices continue to rise, and its third-quarter forecast of 13% to 18% quarter-on-quarter gains suggests Samsung’s proposed increase is above the broader market.

TrendForce also said some buyers’ procurement prices are capped by long-term agreement provisions, which could limit how much of Samsung’s proposed increase customers accept.

Samsung Electronics shares rose more than 8%, and SK hynix gained over 12% in South Korea after the report.

🔗 Source: Cailianshe

Recent Samsung Electronics developments