Specialty DRAM Price Apr. 2026

Last Modified

2026-04-30

Update Frequency

Monthly

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As major manufacturers exit mature processes, the constrained supply of niche DRAM continues to drive contract prices upward in a seller-dominated market, with price hikes shifting toward mid-capacity products. Due to limited capacity, Taiwanese suppliers' strategies are diverging: some prioritize enterprise SSD clients and advance to mainstream specifications, while others continue to rely heavily on legacy products.

Key Highlights

Market Dynamics: The exit from mature nodes creates a crowding-out effect, tightening supply and pushing prices up. Price hikes currently focus on mid-capacity products. Legacy capacities remain at high price levels, keeping the market firmly seller-driven.
Nanya's Strategy: Facing capacity limits, Nanya prioritizes enterprise SSD clients for their stable demand and high visibility, while continuously developing higher-capacity samples.
Winbond's Strategy: Focuses on mainstream and low-power specifications as its core products, with plans to gradually phase out the production of legacy, low-capacity memories.
PSMC's Strategy: Due to delayed mainstream technology transfers from international partners, PSMC will continue to rely on legacy products as its primary offering for the next few years.