DRAM Contract Price Jan. 2026

Last Modified

2026-01-30

Update Frequency

Monthly

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PDF

Restricted by supply shortages, PC DRAM contract prices skyrocketed in the first quarter, with DDR4 outperforming DDR5. Although rising laptop prices have dampened full-year shipment forecasts, low inventory levels and new platform demand have led to a sharp upward revision in price outlooks. Major suppliers are strategically delaying pricing, sustaining a strong bullish market.

Key Highlights

Price Surge & Trends: PC DRAM contract prices saw exponential growth in the first quarter, with DDR4 rising sharper than DDR5. Module makers priced significantly higher than suppliers to control shipment pace, further boosting market valuations.
Demand Dynamics: While laptop OEMs raised device prices, causing a downward revision in full-year shipment forecasts, inventory levels have dropped significantly. CPU transitions to new platforms are supporting steady demand for DDR5.
Supply Strategy & Outlook: Korean suppliers delayed pricing negotiations to maximize margins. Analysts have sharply upgraded first-quarter price forecasts. Despite a pre-holiday slowdown in the spot market, tight supply and strong supplier bargaining power suggest further upside potential for contract prices.