Mobile DRAM Market in Crisis: Soaring Prices, Tight Supply as AI Strains Capacity

The global mobile DRAM market is at a critical inflection point, characterized by a severe supply crunch and skyrocketing prices. This crisis is primarily driven by a structural shift in semiconductor manufacturing capacity, which is now overwhelmingly prioritized for AI-related components, creating a sustained shortage for mobile memory. The market, where major suppliers—Samsung, SK Hynix, Micron, and CXMT—now command nearly 98% of the market, wielding significant pricing power, has seen contract price increases exceed 100% for some segments in early 2026. Smartphone makers are caught in a squeeze: while leaders like Apple and Samsung leverage financial strength for counter-cyclical moves, many cost-sensitive brands are cutting production. Facing lengthening consumer upgrade cycles, manufacturers must choose between raising prices or reducing specs, as the industry awaits new technologies like LPDDR6.