Research Reports

Server DIMM Price Jan. 2026

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Last Modified

2026-01-30

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Update Frequency

Monthly

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Server DRAM prices are set for a sharp surge in early 2026 driven by critical shortages. Suppliers retain strong leverage, with Korean makers delaying quotes to maximize hikes. Despite capacity reallocation, significant supply gaps persist as the market shifts to higher-speed specifications.

Key Highlights

  • Surging Contract Prices: Driven by shortages, suppliers hold strong leverage. Korean makers are delaying quotes to push prices higher than early US-led benchmarks.
  • Persistent Supply Gap: Despite shifting capacity from consumer electronics to server DRAM, aggressive buyer competition keeps the market undersupplied.
  • Tech Spec Evolution: High-speed specifications are becoming the dominant standard following platform validations, reshaping the annual product mix.
  • Potential Demand Upside: Resolving shortages in components could further drive up server shipments and DRAM demand.

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