Micron Technology(US:MU) 智通财经网·2025-11-03 14:53Core Viewpoint - Micron Technology (MU.US) shares rose over 4% to $234.33 amid news that Samsung Electronics has suspended October DDR5 DRAM contract pricing, leading to supply chain disruptions and a significant increase in spot market prices [1] Industry Summary - Samsung's decision to halt contract pricing for DDR5 DRAM has prompted SK Hynix and Micron to follow suit, resulting in a supply chain "shortage" with contract pricing expected to be delayed until mid-November [1] - The market consensus indicates that contract prices for storage are expected to rise in Q4, but the anticipated agreement by the end of October is now uncertain due to Samsung's reluctance to provide contract quotes [1] - The DDR5 spot price surged by 25% within a week as Samsung informed downstream customers of "no stock available," indicating a shift to a seller's market for storage [1] - Major storage manufacturers are tightening supply strategies, offering quotes only to long-term customers, which may lead to a norm where manufacturers do not provide quotes, pushing urgent customers to the spot market [1] - Although Q4 contract prices remain undecided, projections suggest that DDR5 prices could experience a "triple jump" increase of 30%-50% from Q4 this year to the first half of next year, with potential prices reaching $30 for 16Gb DDR5 by mid-2026 [1]