Feb. 5 at 2:44 PM
Counterpoint Research: Memory prices have surged +80%-to- +90% q/q in 1Q26, driven by steep gains in server DRAM & rising NAND & HBM3e costs
Server-grade 64GB RDIMM prices jumped from
$450 in 4Q25 to over
$900, potentially exceeding
$1,000 next quarter. Rising component costs are forcing OEMs to adjust procurement or focus on premium products.
Smartphone makers are cutting DRAM content or switching to cost-effective SSDs, w/ demand shifting from LPDDR4 to LPDDR5. DRAM profitability is hitting record highs, w/ op margins around 60%, setting a new benchmark for the market.
$MU $SNDK $NVDA $DELL $HPQ