DRAM Contract Price Jun. 2026

Last Modified

2026-06-30

Update Frequency

Monthly

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PDF

DRAM contract prices continue to rise. Driven by tight supply and expectations of negative production growth, manufacturers keep raising quotes. Despite pressure on passing costs to retail, low inventories and strong replenishment needs have pushed up future price forecasts, while the spot market increasingly relies on server demand.

Key Highlights

Price Rally and Upward Revisions: Manufacturers maintain an aggressive pricing stance due to projected negative growth in future supply. Consequently, research institutions have broadly upgraded contract price growth forecasts for the upcoming quarters.
Low Inventory Sustains Purchasing Momentum: Despite pressure on PC OEMs regarding cost pass-through, low inventory levels compel them to actively secure supplies to ensure smooth subsequent production and sales.
Supply Contraction and Shift in Product Focus: Both contract and spot grain markets exhibit shrinking supply. Manufacturers' signals of phasing out legacy products drive prices up, while module makers increase high-end server product shares to absorb costs.