⚡DRAM Price Growth Cools to 13-18% as AI Buildout Bites
TL;DR
Conventional DRAM contract prices are forecast to rise 13 to 18 percent quarter-on-quarter in Q3, a sharp deceleration after a year of AI-driven increases. Demand is rotating away from high-capacity RDIMMs because PC and phone makers cannot absorb more.
Conventional DRAM contract prices are forecast to rise 13 to 18 percent quarter-on-quarter in Q3, a sharp deceleration after a year of AI-driven increases. Demand is rotating away from high-capacity RDIMMs because PC and phone makers cannot absorb more.
Key Points
Q3 conventional DRAM contract price growth forecast at 13-18% QoQ, described as moderating
Rising contract prices drove a 59.5% QoQ jump in industry revenue to $154.73 billion in calendar Q2
Server DRAM components are tracking roughly 270% year-on-year growth by end of 2026, with enterprise SSD prices up about 235%
DRAM and NAND could account for more than two-thirds of cloud service provider capex next year
Demand is shifting from high-capacity RDIMMs toward lower-capacity parts as consumer OEMs hit a price ceiling
Why It Matters
Memory is now the swing cost in AI infrastructure budgets, so a slowdown in DRAM inflation matters more to 2027 cluster planning than another GPU generation announcement.
Quick Facts
Frequently Asked Questions
Why does this matter?
Memory is now the swing cost in AI infrastructure budgets, so a slowdown in DRAM inflation matters more to 2027 cluster planning than another GPU generation announcement.
What happened?
Conventional DRAM contract prices are forecast to rise 13 to 18 percent quarter-on-quarter in Q3, a sharp deceleration after a year of AI-driven increases. Demand is rotating away from high-capacity RDIMMs because PC and phone makers cannot absorb more.
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