Forget 80%, Samsung Is Raising NAND Prices By 100% In January 2026

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This Surge In Cost Could Get Even Worse In Q2 2026.

Story Highlight
  • According to industry sources, Samsung is raising NAND prices by 100% in January.
  • The company already signed supply contracts with its major customers at the end of 2025.
  • Price hikes are expected to continue in the second quarter, with a similar trend expected for SK Hynix.

The AI boom has had a far-reaching negative effect on the consumer industry, with memory shortages driving up the prices of consumer goods by exorbitant amounts. In the next few years, the crisis is only going to get worse as data centers are expected to consume 70% of memory chips.

In the wake of the shortage, reports indicated that Samsung would hike the prices of all memory components by up to 80%. As it turns out, this can be even worse for NAND, as the company will raise NAND flash memory prices by 100%.

Why it matters: With executives expecting NAND memory shortages to last until 2035, these price hikes will hurt almost all sectors of technology, including PCs, smartphones, and consoles.

Samsung 9th gen NAND
Samsung is increasing the price of NAND memory products by 100%.

According to a report from ET News, Samsung has doubled the cost of NAND-based storage devices due to a surge in demand caused by AI. Sources state that the company signed supply contracts with several major customers at the end of 2025 and will implement this 100% price increase from January.

Furthermore, this upward trend in NAND prices is expected to continue as AI proliferates, as supply cannot keep up with demand. According to industry sources, Samsung is already negotiating with its primary customers to further increase NAND flash memory prices in the second quarter of 2026.

SK Hynix is also expected to see a similar increase, with an industry insider predicting that price hikes across the entire NAND market are inevitable. However, market research previously stated that NAND prices would only surge by 34%, but the reality has left the analysts behind.

Samsung DRAM
Other Samsung memory products, such as DRAM, will also be hiked by 80% as per previous reports.

With year-long backlogs also reported, the only assurance is that memory components will continue to get more expensive.

Do you think this surge in NAND costs is justified? Tell us in the comments below or head to the Tech4Gamers forum for discussion.

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