Overview
- UBS raised its outlook and now predicts DRAM contract prices could climb about 32% quarter‑over‑quarter in 2026 Q3 and that the price rally could persist into 2028 Q2.
- TrendForce reported on Friday that overall DRAM supply will stay very tight for Q3 but that consumer weakness and a high base should limit contract gains to about 13–18% while NAND may rise roughly 10–15%.
- Samsung is reported to be negotiating roughly a 20% quarter‑over‑quarter ASP increase for general DRAM and has given some customers verbal price notices for Q3.
- Analysts say AI server demand has consumed about half of DRAM wafer capacity in 2026 and could reach about 60% in 2027, driving strong demand for HBM, DDR5 and rising LPDDR use as off‑chip cache.
- Device makers face higher memory bills that are already pushing up PC and phone prices and may force cuts to low‑end smartphone shipments, risking the disappearance of sub‑1500 RMB models next year.