Samsung Allocates 70% DRAM, 100% HBM in Five-Year Deal

Yonhap reports Samsung has reserved 70% of its DRAM supply and 100% of next year's HBM production under a five-year memory-chip deal with "global big tech companies."

The arrangement, described by Yonhap News, is a five-year long-term memory contract that will direct the majority of Samsung's general-purpose DRAM and high-bandwidth memory to those buyers. The report specifies "fierce competition" for the remaining 30% of Samsung's DRAM orders and links these allocations to Device Solutions' recent surge in profitability.

Price outlook

Yonhap cites market forecasts that HBM prices are expected to rise between 150 and 200 percent next year, while DRAM prices are projected to see a double-digit increase in Q1 2027. The report frames those forecasts as part of a global memory-chip shortage that is helping Samsung Device Solutions record strong profits.

Allocation and device impact

Prioritized allocations and rising memory prices mean Samsung's mobile experience, MX, will compete with Samsung Device Solutions' clientele for DRAM supply. The report says higher RAM costs will almost certainly raise manufacturing expenses and lead to more expensive devices, adding that the Galaxy S27 series will almost certainly come with price hikes.

Yonhap's reporting presents the five-year deal and price projections as evidence of tightened supply dynamics that are shifting revenue toward Samsung's DS business while adding upward pressure on device makers' costs.