Institutions: Memory prices were supported by AI servers in the third quarter, but increasing pressure on the consumer side caused the price increase to slow down.
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Samsung plans to raise DRAM prices by 20% in the third quarter and has already notified some customers verbally.
According to Mars Finance, on July 4th, news broke yesterday that Samsung Electronics plans to raise the average selling price of DRAM (Dynamic Random Access Memory) by 20% in the third quarter of this year compared to the previous quarter. An executive from a consumer electronics manufacturer confirmed, "This is true." They stated that Samsung had been in talks with them in June and they had received verbal notification of the DRAM price increase. "The significant price increase in upstream components will be passed on to the final product price, which will curb some market demand. However, the overall price of consumer electronics products is not high now, so even with the price increase, it is not expected to significantly affect consumer purchasing decisions." Another industry veteran confirmed that the news of Samsung's planned 20% DRAM price increase in the third quarter is true, and Samsung has already notified some customers of the verbal price quote.
ADATA: Memory prices will rise by 20%-30% in Q3, and flash memory prices will rise by 35%-40%.
Mars Finance reports that ADATA Technology has warned of another price increase for DRAM and NAND flash memory in the third quarter of 2026, further driving up the prices of memory and storage products. ADATA Chairman Chen Libai stated that major memory manufacturers have already announced that DRAM contract prices will continue to rise by 20% to 30% in the third quarter of 2026, while NAND flash memory prices will increase by 35% to 40%. The continued rise in prices for both types of memory chips is expected to continue to drive the company's operating performance growth. (Cailian Press)
Reports indicate that Samsung Electronics will raise DRAM prices by up to 20% in the third quarter.
According to industry sources on Odaily 3rd, Samsung Electronics is currently in negotiations with customers, aiming to increase the average selling price of DRAM in the third quarter of this year by 20% compared to the previous quarter. (ZDNET Korea)
Beijing Junzheng: Due to the continued price increase of the company's memory chips, the gross profit margin is expected to increase sequentially in each quarter.
According to Mars Finance, Beijing Junzheng (300223.SZ) released an investor relations activity record announcement, stating that DRAM prices have risen significantly. Domestic customers began adjusting prices in the first quarter, and continued to do so in the second quarter. Overseas customers also began adjusting prices gradually. Revenue and gross margin are expected to continue to grow in the second quarter. Prices are expected to continue rising in the third quarter, while the pricing policy for the fourth quarter will not be determined until then. However, current supply in the fourth quarter appears to be relatively tight, with the possibility of further price adjustments. As customers replace some DRAM solutions with SRAM products, the prices of some SRAM chips also increased in the second quarter. NOR Flash prices rose in both the first and second quarters, but the overall increase was smaller than that of DRAM. Although NOR Flash capacity is also tightening, it is much better than DRAM. The company's Flash product line achieved good revenue growth in the first quarter, with sales volume growth accounting for a large proportion. Prices in the third quarter will be determined based on specific products and customer situations, and not all prices will necessarily be adjusted. Due to the continued rise in the company's memory chip prices, gross margin is expected to increase sequentially each quarter. (Cailian Press)
Decentralized derivatives trading protocol Variational will launch swap contracts in the third quarter.
According to Foresight News , the decentralized derivatives trading protocol Variational will launch swaps in the third quarter to bring liquidity from traditional financial institutions to the on-chain market. The official team has already signed a cooperation agreement to provide over $1 billion in open interest (OI) capacity to the swap market and has begun connecting traditional financial liquidity to perpetual contracts for gold, silver, and WTI crude oil, narrowing related trading spreads by over 20%. According to a previous report by Foresight News , Fortune magazine reported that Variational completed a $50 million Series A funding round in May of this year, led by Dragonfly Capital.
Research indicates that AI-powered high-end MLCCs are driving record-high order-to-shipment ratios for major Japanese and Korean manufacturers, increasing the risk of shortages in the second half of 2026.
According to the latest MLCC industry research from TrendForce, driven by both the accelerated replacement of AI servers and the continued mass production of self-developed ASIC chips by cloud service providers (CSPs), the order-to-shipment ratios (BB Ratios) of the three leading MLCC manufacturers—Murata, Samsung Electro-Mechanics, and Taiyo Yuden—reached record highs of 1.30, 1.31, and 1.25 respectively in late June 2026. The overall MLCC market BB Ratio also rose to 1.04. Looking ahead to the second half of 2026, with new AI chip platforms from Nvidia, Google, and AMD entering mass production in the third quarter, capacity will continue to be occupied by AI orders. Coupled with the dual demand of advance stockpiling, the probability of longer delivery times and rising prices for high-end MLCCs is increasing. The fourth quarter is expected to be a crucial period for observing whether the high-end MLCC market will officially enter a period of shortage. (Cailian Press)