Core Viewpoint - Micron Technology (MU.US) shares rose over 4% to $234.33 amid reports that Samsung Electronics has paused its October DDR5 DRAM contract pricing, leading other storage manufacturers like SK Hynix and Micron to follow suit, which is expected to disrupt the supply chain and delay pricing until mid-November [1] Group 1: Market Dynamics - Samsung's decision to halt contract pricing has resulted in a supply shortage, with the company informing downstream customers that there is "no stock available," causing DDR5 spot prices to surge by 25% within a week [1] - The fourth-quarter contract prices are not yet finalized, but it is anticipated that DDR5 prices will experience a "triple jump" increase of 30%-50% from Q4 this year to the first half of next year [1] - The supply strategy of the three major storage manufacturers is becoming increasingly stringent, with quotes only provided to long-term customers, indicating a shift to a seller's market in the storage sector [1] Group 2: Future Projections - It is projected that by the first half of 2026, the price for DDR5 16Gb could reach as high as $30 [1]