DRAM Contract Price May 2026

Last Modified

2026-05-29

Update Frequency

Monthly

Format

PDF

Driven by strong low-cost laptop sales and active server restocking, supplier inventories remain low, maintaining strong pricing power. PC DRAM contract prices grew significantly in Q2, with the upward trend projected to extend into Q3 and Q4.

Key Highlights

Contract Prices Surge: Most suppliers finalized quarterly contracts with higher prices, leading to substantial sequential growth.
Strong Demand Drive: Robust sales of affordable laptops triggered subsidies and production increases, sustaining restocking momentum and lowering inventories.
Forecasts Revised Up: Due to aggressive restocking, server demand, and rock-bottom supplier inventories, price growth forecasts for Q3 and Q4 were raised.
Chips Market Divergence: Spot selling was quickly absorbed. Module makers shifted focus to low-capacity segments, while suppliers raised prices ahead of end-of-life plans.