DRAM Contract Price Feb. 2026

Last Modified

2026-02-26

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Monthly

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PC DRAM contract prices surged significantly this quarter, widening gains. Despite downgraded annual notebook shipment forecasts, expectations of rising device costs boosted short-term demand, lowering OEM inventory. With suppliers prioritizing OEMs, component scarcity drove contract prices higher, while the spot market temporarily consolidated.

Key Highlights

Price Trends: Contract prices witnessed a significant surge this quarter, expanding gains over the previous period. Supplier quotes aligned at higher levels, narrowing the gap with server DRAM and reducing renegotiation risks.
Demand & Inventory: Annual notebook shipment forecasts were downgraded due to rising device costs. However, short-term hedging against price hikes boosted channel demand, causing OEM inventory levels to drop.
Supply Chain Dynamics: Suppliers prioritized OEMs, limiting component availability for module makers and keeping contract prices strong. OEMs increasingly sourced from module makers to cover shortages.
Spot Market: The spot market entered a consolidation phase due to holidays and slowed production. Prices reached a consensus level, with future gains expected to moderate.