DRAM Contract Price Sep. 2026

Last Modified

2026-09-30

Update Frequency

Monthly

Format

PDF

Memory contract prices remained stable with expected growth momentum. On the supply side, major Korean and Taiwanese makers shifted capacity to server applications, causing severe PC DRAM shortages and tight secondary market supply. On the demand side, improved CPU availability and channel stocking boosted shipment performance, prompting PC OEMs to aggressively accumulate inventory and optimize costs.

Key Highlights

Price Trends & Outlook: Contract prices remained flat, but makers are driving upward adjustments to bridge the gap with server products, leading to a significant upward revision in future price growth expectations.
Tightening Supply Constraint: Major Korean and Taiwanese manufacturers are reallocating capacity to server and enterprise storage solutions. Meanwhile, datacenters extending module lifespans reduced secondary market supply, causing severe spot shortages.
Demand & Inventory Strategy: Improved CPU availability drove better-than-expected shipment performance. Despite elevated channel inventory, PC OEMs continue aggressively acquiring supplies to stack safety stock against impending output cuts.
Product Line Adjustments: Expanding price differentials between product generations prompted OEMs to adjust product configurations, relying on legacy memory pairings to sustain cost competitiveness in budget models.