Quarterly quotes have doubled amid explosive demand from major customers.
Contract memory prices are rising at a pace the market has never seen before. According to a new DRAMeXchange report, quarterly quotes have nearly doubled amid explosive demand from major customers.
Analysts note that negotiations between memory manufacturers and hyperscalers are still ongoing, but the first benchmarks are already causing alarm. Micron, according to sources, was among the first to send partners updated terms, proposing an immediate increase in contract prices of 115–125% compared with the fourth quarter of 2025.
The rise in DRAM prices, it seems, is not going to slow down. Most long-term contracts being signed in the current quarter are focused on server memory, while the PC market is showing a decline in annual shipments. Demand is shifting toward the AI sector, driven by hyperscalers, chip developers, and server manufacturers. DRAMeXchange emphasizes that the market is now entirely in sellers' hands, and buyers are practically deprived of leverage even with large procurement volumes.
TrendForce also forecasts a sharp price jump: according to the company's estimates, DRAM may rise in price by 90–95% this quarter. If spot prices really double in just three months, this will inevitably affect end products. New laptops based on Intel Panther Lake and AMD Gorgon Point platforms will be hit, as will consumer graphics cards, since GDDR modules are likely to follow the same pricing scenario as standard DRAM.
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