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Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price

What happened

Samsung's Galaxy S26 series will source 50% of its mobile DRAM from Micron, with the remainder from Samsung's DS division. This shift in flagship smartphone sourcing indicates a potential rebalancing of demand between major DRAM suppliers. Watch: This could tighten supply for Micron's mobile DRAM lines while marginally easing internal demand for Samsung's captive supply.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

Mobile DRAM

Micron Technology Samsung Electronics

demand-shiftsupply-chain

Source and time

Source: DigiTimes Asia · 2/26/2026 · View original source

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Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price

What happened

Impact and signal

Affected components and suppliers

Source and time

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