PC DRAM 1Q26: Prices to Surge Over 80% on Server Supply Prioritization

Last Modified

2026-01-14

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Aperiodically

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Manufacturers prioritize server demand, cutting PC supply. This prompts a sharp upward revision in 1Q price forecasts, urging buyers to secure supply.

Key Highlights

Supply Shift: Capacity shifts to high-margin Server DRAM, constraining PC availability.
Selective Allocation: Supply is prioritized for strategic OEMs based on scale, while limiting module makers.
Price Revision: 1Q price forecasts are revised sharply upward to narrow the gap with server products.
Strategic Advice: Buyers must strengthen supplier partnerships as high pricing is expected to persist.

Suppliers Assertively Adjust Supply Strategies, Creating Room for Upward Revisions in 1Q26 PC DRAM Contact Prices
Memory Suppliers Prioritize Server DRAM Products Due to Higher Prices, Thereby Limiting PC DRAM Supply
- ASPs (US$/Gb) for PC DRAM and Server DRAM
1Q26 PC DRAM Contract Prices Could Undergo More Upward Corrections as Suppliers Become More Aggressive in Pricing
- Projected QoQ Changes in PC DRAM and Server DRAM Prices

ASPs (US$/Gb) for PC DRAM and Server DRAM