Samsung locks in five-year memory supply contracts amid AI boom

Samsung has signed five-year contracts covering 70% of its general-purpose DRAM and all of next year's HBM output. AI-driven shortages are expected to push HBM prices up 100–150%, with DRAM following in early 2027, raising costs for Galaxy devices.

• 70% of Samsung's general-purpose DRAM is sold under five-year contracts
• All of next year's HBM output is already contracted
• HBM prices to rise 100–150%; DRAM to follow in Q1 2027
• Higher memory prices will raise Galaxy device manufacturing costs