Server DIMM Price Feb. 2026

Last Modified

2026-02-26

Update Frequency

Monthly

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PDF

Driven by robust AI demand and supply shortages, Korean makers raised quotes, triggering a sharp rise in Server DRAM contract prices. Supply growth lags behind demand despite capacity shifts. Consequently, buyers are accepting price floors in long-term agreements to secure future allocation.

Key Highlights

Price Surge: Korean manufacturers have hiked formal quotes, driving market averages up and leading to significant upward revisions in quarterly contract price forecasts.
Persistent Shortage: Despite shifting production capacity from consumer electronics to server applications, supply growth continues to lag behind aggressive AI-driven demand.
Strategic Shift in LTA: To secure future allocation, Cloud Service Providers are incorporating "price floor mechanisms" into long-term agreements, guaranteeing supplier ROI in exchange for stable supply.