The landscape of memory contract pricing is witnessing an unprecedented surge, with quarterly quotations soaring nearly 100 percent amid overwhelming demand. This remarkable trend signals a significant shift in the memory market that consumers and industry stakeholders must closely track.
DRAM Prices Expected to Surge as Allocations Favor Hyperscalers
Memory shortages have become a recurrent theme in tech discussions, and it’s crucial for readers to stay informed about the evolving situation. Recent insights from DRAMeXchange—a key authority in monitoring DRAM and NAND pricing—indicate that negotiations between memory suppliers and hyperscalers are currently underway. Notably, Micron has emerged as the first major player to propose staggering price increases, suggesting a rise of 115% to 125% over the Q4 2025 prices.
It’s increasingly clear that the ascent in DRAM prices shows no signs of abating. A considerable portion of long-term agreements (LTAs) this quarter is directed towards server DRAM, as the personal computer retail sector faces a notable slowdown in shipments. The majority of current memory demand is shifting towards artificial intelligence (AI) applications, heavily utilized by hyperscalers, semiconductor manufacturers, and server original design manufacturers (ODMs).According to DRAMeXchange, the current market dynamics favor sellers, leaving buyers with minimal leverage in bulk procurement efforts.
TrendForce aligns its forecasts with this outlook, predicting DRAM prices could rise between 90% and 95% in the current quarter—echoing estimates across the industry. Should DRAM spot prices double in a single quarter, the implications for consumer electronics will be profound, particularly as new laptop models featuring Intel’s Panther Lake and AMD’s Gorgon Point technologies hit the market. The situation for consumer graphics processing units (GPUs) appears equally grim, as GDDR memory modules are expected to mirror the upward pricing trend of DRAM.
Furthermore, Micron has disclosed that its expansion plans for chip manufacturing facilities will not yield any substantial results until 2028. Simultaneously, suppliers express caution towards aggressively increasing DRAM production, suggesting that shortages may remain a persistent issue for several forthcoming quarters.
For continued updates on this developing situation, refer to the source: Jukan
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