Samsung Electronics is negotiating a 20% price increase for DRAM chips in the third quarter of 2026. This follows a 90% price surge in the first quarter and a 50-60% rise in the second quarter. Strong demand from the artificial intelligence sector drives these aggressive pricing adjustments.
The company is also in talks with AI developer Anthropic to manufacture custom chips using a 2-nanometer process. Similar reported deals with Meta could establish Samsung’s foundry business as a dominant force in the AI market.
Samsung’s stock price rebounded 8.22% on July 3 following these reports. This gain marks a significant recovery from the company's recent market downturn.