{"id":35739,"date":"2026-07-04T19:35:00","date_gmt":"2026-07-04T17:35:00","guid":{"rendered":"https:\/\/www.chinasmartbuy.com\/blog\/?p=35739"},"modified":"2026-07-04T18:28:41","modified_gmt":"2026-07-04T16:28:41","slug":"samsung-aumento-prezzi-dram-terzo-trimestre","status":"publish","type":"post","link":"https:\/\/www.chinasmartbuy.com\/blog\/samsung-aumento-prezzi-dram-terzo-trimestre\/","title":{"rendered":"Samsung prepara un aumento del 20% per la DRAM nel terzo trimestre"},"content":{"rendered":"\n<link href=\"https:\/\/fonts.googleapis.com\/css2?family=Bebas+Neue&amp;family=DM+Sans:ital,wght@0,300;0,400;0,500;0,600;0,700;1,400&amp;display=swap\" rel=\"stylesheet\">\n<style>\n  :root {\n    --red: #CC1B1B;\n    --red-light: rgba(204,27,27,0.08);\n    --red-mid: #e84040;\n    --accent-soft-bg: rgba(204,27,27,0.07);\n    --accent-soft-border: rgba(204,27,27,0.18);\n    --text: #1a1a1a;\n    --text-muted: #666;\n    --card: #ffffff;\n    --border: #ebebeb;\n    --page-bg: #ffffff;\n    --surface-soft: #fafafa;\n    --surface-contrast: #f0f0f0;\n    --line-soft: #f5f5f5;\n    --soft-label: #bbb;\n    --muted-label: #999;\n    --copy: #333;\n    --font-head: 'Bebas Neue', sans-serif;\n    --font-body: 'DM Sans', sans-serif;\n    --heading-spacing: 0.04em;\n    --heading-weight: 400;\n    --spec-header-spacing: 0.08em;\n    --quickfacts-shadow: 0 10px 24px rgba(15,23,42,0.06);\n  }\n  .fbp5-wrap,.fbp5-wrap * { box-sizing:border-box; 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}\n    .rh-downloadbox-link { width:100%; }\n    .rh-offerbox-head { flex-direction:column; }\n    .rh-offerbox-links { grid-template-columns:1fr; }\n    .rh-offer-inline-wrap { flex-direction:column; align-items:flex-start; }\n    .rh-offer-inline-cta { width:100%; }\n  }\n\n  \/* RH_FBP5_CARDS_CSS_V1 *\/\n  .fbp5-related-grid { display:grid; grid-template-columns:repeat(3,1fr); gap:14px; }\n  .fbp5-telegram-grid { grid-template-columns:repeat(2,1fr); }\n  .fbp5-related-card { display:block; overflow:hidden; border:1px solid var(--border,#ebebeb); border-radius:8px; background:var(--card,#fff); color:inherit !important; text-decoration:none !important; transition:transform .18s ease, box-shadow .18s ease, border-color .18s ease; }\n  .fbp5-related-card:hover { transform:translateY(-2px); border-color:rgba(204,27,27,.35); box-shadow:0 16px 36px rgba(18,18,18,.10); }\n  .fbp5-related-card img { display:block; width:100%; aspect-ratio:16\/9; object-fit:cover; background:var(--surface-soft,#fafafa); }\n  .fbp5-related-thumb-placeholder { width:100%; aspect-ratio:16\/9; display:flex; align-items:center; justify-content:center; background:linear-gradient(135deg,rgba(204,27,27,.10),rgba(204,27,27,.03)); color:var(--red,#CC1B1B); font-family:var(--font-head,'Bebas Neue',sans-serif); font-size:28px; letter-spacing:.04em; }\n  .fbp5-related-body { padding:12px; }\n  .fbp5-related-body span { display:block; margin:0 0 6px; color:var(--red,#CC1B1B); font-size:11px; font-weight:900; letter-spacing:.08em; text-transform:uppercase; }\n  .fbp5-related-body strong { display:block; font-size:15px; line-height:1.25; color:var(--text,#1a1a1a); }\n  .fbp5-related-body small { display:block; margin:7px 0 0; color:var(--text-muted,#666); font-size:13px; line-height:1.35; }\n  @media(max-width:720px) {\n    .fbp5-telegram-grid { grid-template-columns:1fr; }\n    .fbp5-related-grid:not(.fbp5-telegram-grid) { grid-template-columns:1fr; }\n    .fbp5-related-grid:not(.fbp5-telegram-grid) .fbp5-related-card { display:grid; grid-template-columns:112px minmax(0,1fr); align-items:stretch; }\n    .fbp5-related-grid:not(.fbp5-telegram-grid) .fbp5-related-card img,\n    .fbp5-related-grid:not(.fbp5-telegram-grid) .fbp5-related-thumb-placeholder { height:100%; min-height:92px; aspect-ratio:auto; }\n  }\n<\/style>\n<div class=\"fbp5-wrap rh-json-article\" id=\"rh-article-mr6ktnfu-v327d\" data-rh-article-type=\"news\" data-rh-site-profile=\"china-smart-buy\">\n  <div class=\"fbp5-intro\">\n    \n    <p>Samsung starebbe preparando un aumento medio del <strong>20% per i prezzi DRAM nel terzo trimestre<\/strong>, con una comunicazione gi\u00e0 arrivata in forma verbale ad alcuni clienti del comparto elettronica di consumo. Il segnale \u00e8 importante perch\u00e9 tocca uno dei componenti pi\u00f9 sensibili per smartphone, PC e dispositivi smart.<\/p><p>Il quadro resta coerente con una fase di offerta tesa nel mercato della memoria. Anche se la crescita dei contratti nel trimestre potrebbe muoversi in una fascia leggermente pi\u00f9 bassa, l&#8217;orientamento di Samsung conferma che la pressione sui costi resta concreta e pu\u00f2 riflettersi sui prezzi finali dei prodotti.<\/p>\n  <\/div>\n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Mercato memoria<\/div>\n        <h2>Samsung punta a rincari DRAM nel <span>terzo trimestre<\/span><\/h2>\n        <p>Diverse conferme dal settore indicano che Samsung ha gi\u00e0 avviato contatti con i clienti a giugno e ha poi trasmesso una <strong>notifica verbale di aumento prezzi<\/strong> per la DRAM. L&#8217;incremento medio atteso sarebbe del 20% rispetto al trimestre precedente, un valore superiore alle stime pi\u00f9 prudenti circolate per il mercato contract.<\/p><p>Per chi produce terminali consumer, il dato conta perch\u00e9 la DRAM incide direttamente sulla distinta base di smartphone, notebook, tablet, TV smart e altri dispositivi connessi. Quando il prezzo della memoria sale in modo cos\u00ec netto, i produttori devono decidere se assorbire il costo oppure ritoccare i listini.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>Aumento medio DRAM ipotizzato da Samsung: <strong>+20% trimestre su trimestre<\/strong>.<\/li><li>Alcuni clienti avrebbero gi\u00e0 ricevuto una comunicazione verbale con i nuovi livelli di prezzo.<\/li><li>I contatti commerciali sarebbero partiti gi\u00e0 nel mese di giugno.<\/li><li>L&#8217;impatto potenziale riguarda in particolare l&#8217;elettronica di consumo e i dispositivi mobili.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Prodotto coinvolto<\/div>\n        <div class=\"rh-quickfacts-value\">DRAM, memoria dinamica ad accesso casuale<\/div>\n      <\/div>\n    \n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Finestra temporale<\/div>\n        <div class=\"rh-quickfacts-value\">Terzo trimestre dell&#8217;anno<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">Un rincaro del 20% sulla DRAM \u00e8 abbastanza forte da incidere sui margini dei produttori e, in alcuni casi, sui prezzi dei dispositivi finali.<\/div>\n        <div class=\"fbp5-info\">La DRAM \u00e8 uno dei componenti centrali nei prodotti elettronici moderni, quindi ogni oscillazione importante tende ad avere effetti rapidi lungo tutta la filiera.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Dati chiave della notizia<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Azienda<\/div>\n            <div class=\"fbp5-scheda-val\">Samsung Electronics<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Variazione media prevista<\/div>\n            <div class=\"fbp5-scheda-val\">+20% rispetto al trimestre precedente<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Settore interessato<\/div>\n            <div class=\"fbp5-scheda-val\">Memorie DRAM per elettronica di consumo<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        <div class=\"fbp5-section-label\">Scenario<\/div>\n        <h2>Offerta tesa e domanda AI continuano a <span>sostenere il mercato<\/span><\/h2>\n        <p>Le rilevazioni di TrendForce sul comparto memoria indicano per il terzo trimestre una <strong>fornitura ancora stretta<\/strong> di DRAM, pur con un ritmo di rialzo dei contratti stimato tra il 13% e il 18% rispetto al secondo trimestre. La forchetta \u00e8 leggermente inferiore al 20% circolato per Samsung, ma va nella stessa direzione: i prezzi restano impostati al rialzo.<\/p><p>Nel segmento mobile la situazione \u00e8 delicata. I brand smartphone potrebbero essere costretti ad alzare i prezzi finali per compensare il maggior costo della LPDRAM, con possibili effetti negativi sulle vendite. Allo stesso tempo, la riallocazione produttiva verso applicazioni legate all&#8217;AI mantiene l&#8217;offerta di LPDRAM sotto pressione e sostiene ulteriormente i listini.<\/p>\n        <ul class=\"fbp5-bullet-list\"><li>TrendForce stima per i contratti DRAM del terzo trimestre un aumento tra <strong>13% e 18%<\/strong> su base trimestrale.<\/li><li>La domanda consumer pi\u00f9 debole pu\u00f2 frenare i volumi, ma non basta a riportare equilibrio sul lato dell&#8217;offerta.<\/li><li>La memoria LPDRAM resta osservata speciale perch\u00e9 pesa direttamente sul costo degli smartphone.<\/li><li>La priorit\u00e0 produttiva verso applicazioni AI contribuisce a mantenere il mercato tirato.<\/li><\/ul>\n        <div class=\"rh-quickfacts-grid\">\n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Segmento sensibile<\/div>\n        <div class=\"rh-quickfacts-value\">LPDRAM per smartphone<\/div>\n      <\/div>\n    \n      <div class=\"rh-quickfacts-card\">\n        <div class=\"rh-quickfacts-label\">Fattore di sostegno prezzi<\/div>\n        <div class=\"rh-quickfacts-value\">Riallocazione della produzione verso domanda AI<\/div>\n      <\/div>\n    <\/div>\n        <div class=\"fbp5-highlight\">Il punto da seguire nelle prossime settimane sar\u00e0 capire quanto dell&#8217;aumento DRAM verr\u00e0 trasferito sui listini di smartphone e altri dispositivi consumer.<\/div>\n        <div class=\"fbp5-info\">Se i produttori non riusciranno ad assorbire il rincaro, i prossimi lanci potrebbero arrivare con configurazioni memoria meno aggressive oppure con prezzi pi\u00f9 alti a parit\u00e0 di hardware.<\/div>\n        \n      <div class=\"fbp5-scheda\">\n        <div class=\"fbp5-scheda-header\">Implicazioni per i prodotti finali<\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Smartphone<\/div>\n            <div class=\"fbp5-scheda-val\">Possibili aumenti di prezzo per compensare il costo della memoria<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Domanda consumer<\/div>\n            <div class=\"fbp5-scheda-val\">Pi\u00f9 prudente sul fronte acquisti e pianificazione<\/div>\n          <\/div>\n        \n          <div class=\"fbp5-scheda-row\">\n            <div class=\"fbp5-scheda-key\">Disponibilit\u00e0 LPDRAM<\/div>\n            <div class=\"fbp5-scheda-val\">Ancora limitata<\/div>\n          <\/div>\n        \n      <\/div>\n    \n      <\/section>\n    \n<section class=\"fbp5-section\" data-rh-related-section=\"1\">\n      <div class=\"fbp5-section-label\">Articoli correlati<\/div>\n      <h2>Altre notizie <span>da leggere<\/span><\/h2>\n      <div class=\"fbp5-related-grid\"><a class=\"fbp5-related-card\" href=\"https:\/\/www.chinasmartbuy.com\/blog\/trendforce-dram-nand-prezzi-q3-2026-ai-server\/\" target=\"_blank\" rel=\"noopener\">\n      <img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/07\/trendforce-7459b078-5720-4391-b39a-255a-qah7hn134m.webp\" alt=\"TrendForce: DRAM e NAND in rialzo nel Q3 2026, ma il consumer frena\" loading=\"lazy\">\n      <div class=\"fbp5-related-body\">\n        <span>ai<\/span>\n        <strong>TrendForce: DRAM e NAND in rialzo nel Q3 2026, ma il consumer frena<\/strong>\n        <small>TrendForce vede ancora in rialzo DRAM e NAND nel terzo trimestre 2026, con AI e data center a sostenere i prezzi e&#8230;<\/small>\n      <\/div>\n    <\/a><a class=\"fbp5-related-card\" href=\"https:\/\/www.chinasmartbuy.com\/blog\/crisi-memorie-ai-2030-phison\/\" target=\"_blank\" rel=\"noopener\">\n      <img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/02\/PHISON.jpg\" alt=\"Phison: l\u2019AI causer\u00e0 carenze di DRAM e NAND fino al 2030\" loading=\"lazy\">\n      <div class=\"fbp5-related-body\">\n        <span>chinasmartbuy.com<\/span>\n        <strong>Phison: l\u2019AI causer\u00e0 carenze di DRAM e NAND fino al 2030<\/strong>\n        <small>Secondo il CEO di Phison, K.S. Pua, l\u2019industria della memoria sta entrando in una fase di squilibrio strutturale tr&#8230;<\/small>\n      <\/div>\n    <\/a><a class=\"fbp5-related-card\" href=\"https:\/\/www.chinasmartbuy.com\/blog\/samsung-aumento-prezzi-dram-standard-2026q3-20-per\/\" target=\"_blank\" rel=\"noopener\">\n      <img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/07\/samsung-punta-a-un-aumento-del-20-per-la-dram-standard-nel-2026q3-cdd39401-96b5-4b6b-865f-dd72-1.jpg\" alt=\"Samsung punta a un aumento del 20% per la DRAM standard nel 2026Q3\" loading=\"lazy\">\n      <div class=\"fbp5-related-body\">\n        <span>ai<\/span>\n        <strong>Samsung punta a un aumento del 20% per la DRAM standard nel 2026Q3<\/strong>\n        <small>Samsung punta a un aumento del 20% del prezzo medio della DRAM standard nel 2026Q3, spinta da LPDDR, AI inference e&#8230;<\/small>\n      <\/div>\n    <\/a><\/div>\n    <\/section><div class=\"rh-attribution-pills\" style=\"display:flex;gap:10px;flex-wrap:wrap;justify-content:flex-start;margin:16px 0 0\"><a href=\"https:\/\/www.ithome.com\/0\/972\/616.htm\" target=\"_blank\" rel=\"noopener\" title=\"Via: VIA\" aria-label=\"Via: VIA\" style=\"display:inline-flex;align-items:center;gap:8px;padding:10px 16px;border-radius:16px;background:linear-gradient(135deg,#fff7ed,#ffedd5);color:#c2410c;text-decoration:none;font-size:11px;font-weight:900;letter-spacing:.08em;text-transform:uppercase;border:1px solid rgba(249,115,22,.20);box-shadow:0 8px 22px rgba(249,115,22,.08)\">Via<\/a><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Samsung starebbe preparando un aumento medio del 20% per la DRAM nel terzo trimestre, con possibili effetti sui prezzi di smartphone e altri dispositivi.<\/p>\n","protected":false},"author":10,"featured_media":35738,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_yoast_wpseo_focuskw_text_input":"aumento prezzi DRAM Samsung","footnotes":""},"categories":[480],"tags":[933],"class_list":["post-35739","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Samsung prepara un aumento del 20% per la DRAM nel terzo trimestre<\/title>\n<meta name=\"description\" content=\"Samsung starebbe alzando del 20% i prezzi DRAM nel terzo trimestre. 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