Specialty DRAM Price Feb. 2026

Last Modified

2026-02-26

Update Frequency

Monthly

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PDF

February consumer DRAM trading slowed due to the Lunar New Year, causing price gains to narrow. Despite buyers digesting inventory, structural shortages persist as main suppliers focus on advanced lines. With spot premiums intact and post-holiday demand expected to recover, the bullish outlook remains supported.

Key Highlights

Market Momentum Slows: Impacted by the Lunar New Year, trading volume shrank and price growth decelerated as buyers adopted a wait-and-see approach to digest inventory.
Structural Supply Tightness: Suppliers are shifting capacity to high-end products, constraining the supply of legacy DDR4 and DDR3, which supports price stability.
Spot Premiums Persist: Spot market momentum slowed due to holidays, yet premiums over contract prices remain, reflecting limited circulating supply.
Bullish Outlook: With post-holiday restocking expected and unresolved structural supply shortages, prices are unlikely to fall, maintaining a positive market trend.