Specialty DRAM Price Jan. 2026

Last Modified

2026-01-30

Update Frequency

Monthly

Format

PDF

Supply tightness and shifts to high-end lines drove Consumer DRAM prices up in January. With PC and server demand squeezing capacity, analysts significantly raised Q1 forecasts, seeing no near-term correction due to unresolved imbalances.

Key Highlights

Structural Imbalance: Manufacturers shifting focus to high-end and DDR5 products has severely restricted supply, allowing sellers to dictate continued substantial price hikes.
Spillover Effect: Rallying PC DRAM prices and strong server demand are squeezing capacity, causing price surges to spread across other product lines.
Forecast Revision: Due to persistent shortages and rising transaction prices, analysts have significantly upgraded Q1 growth forecasts, with no signs of a downturn.