Memory Stocks Lead Gains as Samsung Announces 30% Q2 DRAM Price Increase, Uptrend Continues

Stock News04-08 09:48

Memory-related stocks advanced in Hong Kong trading. By the time of writing, MONTAGE TECH (06809) had risen 7.43% to HK$188, while GIGADEVICE (03986) increased 4.22% to HK$360.4.

Market reports indicate that on April 7, Samsung Electronics disclosed its first-quarter 2026 results, with operating profit surging 755% year-on-year to 57.2 trillion won (approximately 261 billion yuan). Revenue grew 68.1% year-on-year to 133 trillion won.

A recent Citigroup research report highlighted that strong AI inference memory demand is expected to support Samsung's memory pricing throughout 2026, particularly for server DRAM products. The bank's analysts project that Samsung's DDR5 RDIMM pricing will reach $1,402 in the third quarter, representing a 13% increase from the second quarter, significantly higher than the previously anticipated 5% quarter-on-quarter growth.

Notably, after implementing a 100% DRAM contract price increase in the first quarter of 2026, Samsung will raise DRAM contract prices by another 30% quarter-on-quarter in the second quarter, resulting in a cumulative two-quarter increase of 130%.

According to the latest memory industry research from TrendForce, consumer DRAM prices surged 75-80% in the first quarter of 2026, with second-quarter Consumer DRAM contract prices expected to maintain a 45-50% quarterly growth. The trend of major manufacturers shifting capacity to advanced process products like DDR5 and HBM is further tightening supply in mature markets.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1168338128?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-04-08 09:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1168338128","market":"other","top_or_hot":-1,"title":"Memory Stocks Lead Gains as Samsung Announces 30% Q2 DRAM Price Increase, Uptrend Continues","media":"Stock News","content":"<p>Memory-related stocks advanced in Hong Kong trading. By the time of writing, MONTAGE TECH (06809) had risen 7.43% to HK$188, while GIGADEVICE (03986) increased 4.22% to HK$360.4.</p>\n<p>Market reports indicate that on April 7, Samsung Electronics disclosed its first-quarter 2026 results, with operating profit surging 755% year-on-year to 57.2 trillion won (approximately 261 billion yuan). Revenue grew 68.1% year-on-year to 133 trillion won.</p>\n<p>A recent Citigroup research report highlighted that strong AI inference memory demand is expected to support Samsung's memory pricing throughout 2026, particularly for server DRAM products. The bank's analysts project that Samsung's DDR5 RDIMM pricing will reach $1,402 in the third quarter, representing a 13% increase from the second quarter, significantly higher than the previously anticipated 5% quarter-on-quarter growth.</p>\n<p>Notably, after implementing a 100% DRAM contract price increase in the first quarter of 2026, Samsung will raise DRAM contract prices by another 30% quarter-on-quarter in the second quarter, resulting in a cumulative two-quarter increase of 130%.</p>\n<p>According to the latest memory industry research from TrendForce, consumer DRAM prices surged 75-80% in the first quarter of 2026, with second-quarter Consumer DRAM contract prices expected to maintain a 45-50% quarterly growth. The trend of major manufacturers shifting capacity to advanced process products like DDR5 and HBM is further tightening supply in mature markets.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Memory Stocks Lead Gains as Samsung Announces 30% Q2 DRAM Price Increase, Uptrend Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMemory Stocks Lead Gains as Samsung Announces 30% Q2 DRAM Price Increase, Uptrend Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-04-08 09:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Memory-related stocks advanced in Hong Kong trading. By the time of writing, MONTAGE TECH (06809) had risen 7.43% to HK$188, while GIGADEVICE (03986) increased 4.22% to HK$360.4.</p>\n<p>Market reports indicate that on April 7, Samsung Electronics disclosed its first-quarter 2026 results, with operating profit surging 755% year-on-year to 57.2 trillion won (approximately 261 billion yuan). Revenue grew 68.1% year-on-year to 133 trillion won.</p>\n<p>A recent Citigroup research report highlighted that strong AI inference memory demand is expected to support Samsung's memory pricing throughout 2026, particularly for server DRAM products. The bank's analysts project that Samsung's DDR5 RDIMM pricing will reach $1,402 in the third quarter, representing a 13% increase from the second quarter, significantly higher than the previously anticipated 5% quarter-on-quarter growth.</p>\n<p>Notably, after implementing a 100% DRAM contract price increase in the first quarter of 2026, Samsung will raise DRAM contract prices by another 30% quarter-on-quarter in the second quarter, resulting in a cumulative two-quarter increase of 130%.</p>\n<p>According to the latest memory industry research from TrendForce, consumer DRAM prices surged 75-80% in the first quarter of 2026, with second-quarter Consumer DRAM contract prices expected to maintain a 45-50% quarterly growth. The trend of major manufacturers shifting capacity to advanced process products like DDR5 and HBM is further tightening supply in mature markets.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2039709279.SGD","symbol_name":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","start_time":0,"source_url":"","article_id":"1168338128","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1168338128","pubTimestamp":1775612900,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Memory-related stocks advanced in Hong Kong trading. By the time of writing, MONTAGE TECH (06809) had risen 7.43% to HK$188, while GIGADEVICE (03986) increased 4.22% to HK$360.4. Market reports...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","03986":"兆易创新","LU0359201612.USD":"贝莱德中国基金A2","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","BK4588":"碎股","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","06809":"澜起科技","BK4585":"ETF&股票定投概念","BK1163":"半导体产品","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","EMXC":"iShares MSCI Emerging Markets ex China ETF","DRAM":"Roundhill Memory ETF","VXUS":"国际股票ETF-Vanguard"},"translate_title":"三星宣布Q2 DRAM价格上涨30%，内存股领涨，上涨趋势仍在继续","themeId":"789461472c58042ca5eed32a425565d0","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EMXC":1,"03986":1,"06809":1,"DRAM":1,"VXUS":1},"content_text":"Memory-related stocks advanced in Hong Kong trading. By the time of writing, MONTAGE TECH (06809) had risen 7.43% to HK$188, while GIGADEVICE (03986) increased 4.22% to HK$360.4.\nMarket reports indicate that on April 7, Samsung Electronics disclosed its first-quarter 2026 results, with operating profit surging 755% year-on-year to 57.2 trillion won (approximately 261 billion yuan). Revenue grew 68.1% year-on-year to 133 trillion won.\nA recent Citigroup research report highlighted that strong AI inference memory demand is expected to support Samsung's memory pricing throughout 2026, particularly for server DRAM products. The bank's analysts project that Samsung's DDR5 RDIMM pricing will reach $1,402 in the third quarter, representing a 13% increase from the second quarter, significantly higher than the previously anticipated 5% quarter-on-quarter growth.\nNotably, after implementing a 100% DRAM contract price increase in the first quarter of 2026, Samsung will raise DRAM contract prices by another 30% quarter-on-quarter in the second quarter, resulting in a cumulative two-quarter increase of 130%.\nAccording to the latest memory industry research from TrendForce, consumer DRAM prices surged 75-80% in the first quarter of 2026, with second-quarter Consumer DRAM contract prices expected to maintain a 45-50% quarterly growth. The trend of major manufacturers shifting capacity to advanced process products like DDR5 and HBM is further tightening supply in mature markets.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1168338128","isCrawlerRequest":true}