Display Makers Warn Memory Costs Will Pressure 2H26 Margins

Samsung Display and LG Display executives told media at K-Display 2026 that memory-related cost pressure is expected to persist in the second half of 2026. At the same time, both companies are pushing OLED investment and technology differentiation. For RamTrend, the key signal is that rising memory and related component costs are being felt beyond memory suppliers, reaching downstream electronics and display ecosystems. The payload does not specify which memory products are driving the pressure, so the pricing impact is positive but moderate.