The Galaxy S26 series is at the centre of a developing supply situation that has drawn attention across the industry. A report from South Korea has revealed that Samsung is preparing for high-level discussions with Micron as it aims to secure stable mobile DRAM for its upcoming flagship. With the smartphone’s launch window nearing, rising memory prices and unsettled contracts have triggered a series of urgent developments that set the tone for what follows.

Samsung seeks emergency talks at CES 2026

TM Roh, who heads Samsung’s DX division, is reportedly scheduled to meet Micron CEO Sanjay Mehrotra on the opening day of CES 2026 in Las Vegas. Such meetings are rarely arranged during the event, but the growing strain on LPDDR5X supply appears to have made this one unavoidable.

Industry insiders say the price surge has been unusually steep. LPDDR5X 12GB modules that were trading at around 30 dollars earlier this year have reportedly jumped to nearly 70 dollars by late November, creating uncertainty in Samsung’s negotiations with both its DS division and Micro. The two suppliers have yet to finalize terms for the Galaxy S26, leaving the smartphone unit under pressure as it approaches mass production deadlines.

Several Korean reports note that memory manufacturers prefer quarterly supply agreements during price upswings rather than longer commitments. This has added another layer of difficulty for Samsung’s mobile division, which is already dealing with increased expenditure on application processors. The situation has elevated Micron’s importance in Samsung’s flagship portfolio, especially after the company supplied a large share of mobile DRAM for the Galaxy S25 series.

New DRAM technologies and internal challenges

Samsung’s DS unit is simultaneously advancing its next-generation LPDDR6 technology, expected to offer higher bandwidth and improved efficiency. Early signs suggest the company may showcase it at CES 2026, although commercial deployment could arrive later. Meanwhile, internal adoption of the Exynos 2600 remains limited, further tightening the mobile division’s budget as it negotiates memory procurement.

With the Galaxy S26 set to debut in early 2026, the outcome of TM Roh’s CES meeting may influence how smoothly Samsung can secure DRAM supply for its next flagship. While the company has declined to comment on its memory plans, the urgency around negotiations underscores the broader industry pressure caused by rising demand and limited production capacity.

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The post Samsung Galaxy S26 faces memory supply uncertainty as TM Roh plans rare CES meeting appeared first on Gizmochina.

Galaxy S26 series launches next month, and Samsung is facing a shortage of RAM, forcing it to approach Micron. The company’s DS Division is focusing more on HBM than DRAM to make money riding the wave of AI.

Korea’s DealSite reports that TM Roh will meet Sanjay Mehrotra on the first day of CES 2026. Given the issues of DRAM prices and supply, the Korean tech giant has requested the US memory giant for a rare meeting.

Usually, the two companies do not meet separately during CES because they are extremely busy, but this time, they urgently needed to discuss the matter and coordinate DRAM supply schedules with Micron.

Samsung Mobile Head is set to meet Micron CEO during the CES 2026. Heads of the two firms will be having a meeting at the former’s request. TM Roh from the Samsung side will meet CEO Sanjay Mehrotra, probably eyeing the Micron RAM deal for the Galaxy S26 series.

Galaxy S25 series features LPDDR5X RAM from Samsung and Micron. The supply volume is divided between the two firms to maintain a smooth supply.

Samsung seems worried about the Galaxy S26 series’ RAM supply.

Galaxy S26 lineup will be equipped with LPDDR5X RAM. Increased prices of DRAM have prevented Samsung MX from finalizing contracts with suppliers, which include Samsung DS Division and Micron.

Notably, LPDDR5X with 12GB capacity cost $30 earlier this year, but soared to $70 at the end of November. The prices of DRAM more than doubled within the year, causing an urgency to sign a long-term deal for Galaxy phones.

Samsung MX is negotiating DRAM prices with DS Division and Micron. The company is expected to secure contracts for the first quarter of the next year. Meanwhile, a smooth supply is necessary to avoid any post-launch hurdle.

Micron has an improved version of LPDDR5X RAM, which would be used in the Galaxy S26 series. The company has reportedly enhanced the process for testing, surpassing the productivity of chips used in the Galaxy S25 series.

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