DRAM Prices Jump to 125% Premium, Squeezing Buyers in a Seller's Memory Market
TL;DR Summary
DRAM contract pricing is surging to levels not seen before, with Micron reportedly proposing a 115–125% price increase versus Q4 2025 as hyperscalers and AI workloads drive demand. Industry trackers (DRAMeXchange, TrendForce) expect continued sharp price gains this quarter, leaving memory in a seller’s market with limited buyer leverage. Despite Micron’s planned fab buildout, shortages are projected to persist into 2028, threatening higher costs for consumer laptops, GPUs, and other devices as allocations favor servers and AI-related applications.
- Memory Prices Reach “Shocking” Levels as Manufacturers Are Now Quoting a Whopping 125% Premium, Turning DRAM Into a Full-Blown Seller’s Market Wccftech
- How the A.I. Boom Could Push Up the Price of Your Next PC The New York Times
- Trendforce sees chip prices surging 90-95% in Q1 from previous quarter Reuters
- Samsung, SK Hynix, and Micron team up to block memory hoarding — prices might rise faster, but it could help encourage increased supply long term Tom's Hardware
- An AI memory 'supercycle' is here. These 4 stocks are poised to be the big winners. Business Insider
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