The RAM Report — Issue #002

The Samsung Maintenance Shock

May 13, 2026Samsung, supply-chain, DDR5

DDR4

$52.49

DDR5

$94.99

HBM

$289

Inventory

3.0w

The Deep Dive

Planned maintenance: 2 weeks. Actual shutdown: 4+ weeks. Affected output: ~150K wafers/month of DDR5. Samsung makes 36% of global DRAM.

90-Day Price Chart

DDR5-6400 32GB: Feb $78 → Mar $85 → Apr $89 → May $97.50. +25% in 90 days.

Bottom Line

If building a PC in the next 30 days: buy RAM now. Supply is physically constrained and relief is 2+ weeks away minimum.

Not financial advice. Data sourced from retail APIs, TrendForce, and manufacturer reports.

RAM Report — RAM price intelligence for PC builders, IT buyers, and system integrators.