DRAM Market Bulletin - Jul. 22, 2026

Last Modified

2026-07-22

Update Frequency

Weekly

Format

PDF

Server DRAM contract prices are set to rise sharply in 3Q26. Looking to 2027, AI-driven demand growth will outpace supply expansion across all three major DRAM makers, sustaining a tight seller's market.

Key Highlights

Contract Prices Rising: Server DRAM contract prices expected to surge in 3Q26; demand mix shifting to lower-capacity RDIMMs, narrowing the 128GB premium.
Spot Market Subdued: DDR4 inquiries concentrated but thin; suppliers holding back while buyers resist chasing prices, keeping transactions light.
2027 Supply Gap Widening: HBM and SOCAMM consume growing wafer capacity, squeezing RDIMM supply; Sufficiency Ratio deepens into negative territory, prolonging market tightness.
Big Three's Expansion: Samsung, SK hynix, and Micron all ramp capacity and advance to cutting-edge nodes; Micron leads in process migration aggressiveness, and new fabs for all three suppliers are coming online.