DRAM prices could rise 105-110% next quarter, with Micron announcing 115-125% hikes. Experts warn of shortages as production shifts to server memory, impacting consumer devices.
© A. Krivonosov
The DRAM market continues its steady upward trajectory, with analysts seeing no signs of an imminent price drop. In the very next quarter, DRAM prices could surge by 105–110% compared to the previous period.
Micron was among the first to officially announce price increases, warning partners of a 115–125% hike. This marked the first such signal from a major market player. While Samsung and SK Hynix have yet to make public statements, experts believe they may follow the same pattern.
Alongside rising prices, there's a growing shift in focus toward server memory. DRAMeXchange analysts predict that by 2026, server DRAM will account for 44–45% of global production volume. For Samsung, this share could rise by about 3 percentage points, while for Micron, it might jump by 7 points compared to 2025.
This reallocation of production capacity could lead to reduced output of memory for consumer devices. In practice, this means the market may face additional shortages, putting further pressure on prices for everyday users and electronics manufacturers.