Specialty DRAM Price Mar. 2026

Last Modified

2026-03-31

Update Frequency

Monthly

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PDF

Major suppliers' exit from mature nodes tightens niche memory supply, driving spillover demand. Capacity limits cause low-capacity products to lead price hikes. Taiwanese makers aggressively raise quotes to close price gaps, while Korean peers hold steady, sustaining a strongly bullish market.

Key Highlights

Supply Tightening: Major firms exiting mature processes shift spillover orders to Taiwanese suppliers, significantly outstripping their production capacity.
Low-Capacity Leading: Capacity constraints and order shifts severely tighten low-capacity supply, causing its price growth to outpace high-capacity products.
Divergent Strategies: Korean suppliers stay conservative due to high existing base prices; Taiwanese makers aggressively raise quotes ahead of future trends.
Bullish Outlook: Upcoming negotiations will close customer price gaps, bringing drastic price hikes for low-base buyers and ensuring a sustained upward trend.