Peak DRAM Prices In Sight As Samsung, SK hynix Double Down On Long-Term Contracts

Samsung and SK hynix are moving DRAM sales from short-term deals to three- to five-year contracts.

Market watchers say the shift suggests DRAM pricing upside may be limited and the cycle may be nearing a peak.

Samsung already raised DRAM prices sharply in 2026, and Q3 pricing will be key to confirming whether the top is in.

NAND remains tighter, with UBS expecting its prices to peak later as demand stays steadier and some Chinese capacity shifts to DRAM.