Counterpoint Research has warned that memory prices are likely to jump by between 40 per cent and 50 per cent in the current quarter, after rising by a similar range in the final fiscal quarter of 2025.
DRAM and NAND prices are then expected to continue to increase in Q2, by 20 per cent. The price of 64GB Registered Dual In‑Line Memory Module (RDIMM) rose from $255 in Q3 2025 to $450 in Q4 and is expected to reach $700 by March.
The research outfit declared supplier leverage is at an all-time high, driven by “an insatiable demand” for AI and server capacity. It added the supply for older tech “is evaporating” as Samsung and SK Hynix, and even Chinese players such as CXMT, pivot production to high-margin server DDR5, or fifth-generation double data rate SDRAM.
DRAM production is predicted to grow 24 per cent year-on-year in 2026. While capex also is increasing, Counterpoint noted it will take time to meet demand.
Last month, it highlighted some smartphone makers are downgrading components used in selected models to offset rising memory costs.
Source: Mobile World Live
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