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DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

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“Storage market: Comparison of spot, contract & retail prices​

Sunday, August 2, 2026
Leonidas
The memory crisis is undoubtedly the dominant (albeit most unwelcome) theme in current IT developments – it dictates a great deal, and little can be achieved independently. This is accompanied by constant news of further rising industrial prices from memory manufacturers, who thus warn of a further worsening of the situation – despite the fact that until the end of the last quarter, memory prices in German retail had remained relatively stable (and the price increase in July was not particularly drastic) . This raises the first question: how should the various reported spot and contract prices be evaluated, and what levels have they reached cumulatively compared to retail prices? Based on this, the second question will be addressed: whether and what predictions for future retail prices can be derived from these spot and contract prices from the manufacturing industry.
To explain beforehand: Contract prices are the prices at which memory chip manufacturers deliver their products for orders of larger volumes. This contract price is usually set at the end of each quarter for the following quarter – and then typically remains valid for an entire quarter. However, during the memory crisis, this three-month price guarantee is increasingly being abandoned; instead, memory manufacturers are now frequently setting new contract prices several times a quarter. This is one reason why many customers are now switching to long-term contracts (LTAs), which ensure a certain degree of price stability and, above all, guarantee delivery volumes over a period that often lasts several years. Since all major memory customers operate with LTAs, and previous LTAs guaranteed old prices for extended periods despite rising memory prices, price increases in contract prices only reach the major memory customers with a considerable time lag. However, since LTAs were rarely concluded for longer than a year before the memory crisis, this period of delay (at truly old memory prices) is now gradually coming to an end.“

https://www.3dcenter.org/artikel/speichermarkt-vergleich-spot-kontrakt-retailpreise
 

“NVIDIA reportedly set to make GeForce GPU kits more expensive: GDDR7 and GDDR6 cards face renewed cost pressure​


Graphics card prices are once again a subject where it is better not to stare at the shopping cart for too long. Just as the market had calmed down to some extent, the supply chain has delivered the next unpleasant piece of news. According to current reports, NVIDIA is said to be increasing the prices of GeForce GPU kits for board partners. This reportedly affects not only current Blackwell cards with GDDR7, but also GeForce products with GDDR6. This has not been officially confirmed, but the direction unfortunately fits the current memory market situation rather well. Citing BenchLife, VideoCardz reports that NVIDIA has informed add-in-board partners about another price adjustment. These GPU kits generally include not only the graphics processor, but also the associated memory components. The FPS Review and PC Gamer have also picked up the report and placed it in the context of rising DRAM and graphics memory prices. NVIDIA itself has not published a public price list or confirmation of this alleged kit price increase.”

Source: https://www.igorslab.de/en/nvidia-geforce-gpu-kits-gddr7-gddr6-cost-pressure/
 

“CXMT Reportedly Plans Second Fab in Beijing to Boost DRAM Output​

by AleksandarK Today, 03:45 Discuss (6 Comments)
Chinese memory maker CXMT is planning a second DRAM fab in Beijing amid high demand for its memory products. According to Reuters, the Chinese memory giant is considering building this second fab and is already in talks to secure funding for the project. As CXMT aims to boost its manufacturing output, measured in DRAM wafers per month (WPM), the company needs to secure new funding and is reportedly backed by the local government to increase production. While the project details are currently unknown, building a modern DRAM fab can cost over $10 billion, meaning CXMT will likely require significant funds to get started.

Currently, CXMT operates two 12-inch fabs, one in Hefei and one in Beijing, with each fab having an output of about 100,000 WPM. This means the current output capacity is around 200,000 wafers per month, with plans to triple that number to an astonishing 600,000 WPM when the Shanghai and Hefei plants are completed and fully operational. We have already reported that CXMT will end the year 2026 with about 350,000 WPM of DRAM output, just behind Micron's 375,000 DRAM WPM output.“
 

“NVIDIA GeForce RTX 50 Series Faces 30% Price Increase in South Korea​

by AleksandarK Today, 12:47 Discuss (2 Comments)
NVIDIA's GeForce RTX 50 series is rumored to see a price increase of about 20-30%, depending on the model, due to rapidly rising costs of GDDR7 memory from NVIDIA's VRAM suppliers. According to ZDNet Korea, South Korean importers and distributors have already informed the supply chain about this price hike, which could reach up to 30%. NVIDIA provides its add-in board partners with GDDR7 memory as a kit that includes both the GPU die and GDDR7, so any price increase from memory manufacturers affects AIBs and, ultimately, consumers.

Currently, each 2 GB GDDR7 memory module costs in the low 20s in USD. This spot pricing for GDDR7 means NVIDIA needs 16 of these modules for its flagship GeForce RTX 5090 GPU. This results in at least $320 being spent on GDDR7 memory for the flagship model, before adding the cost of the GPU die, research and development, and the margins for AIB partners. The situation remains challenging even in South Korea, the world's hub of DRAM production. Despite being home to SK hynix and Samsung, no one is exempt from these price increases, which are expected to continue.“
 
erek said:

“2027 memory capacity reportedly sold out as buyers quietly lock in supply​



Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their capacity-allocation negotiations for next year.”

https://www.digitimes.com/news/a20260804PD217/2027-capacity-dram-nand-2026.html
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“Memory Makers Seal 2027 Deals: No Room for New Buyers​

by AleksandarK Today, 05:04 Discuss (3 Comments)
According to DigiTimes, industry insiders are now claiming that the entire memory production capacity for 2027 has been fully booked, well ahead of the schedule the industry expected. All of the big three memory makers—Samsung, SK hynix, and Micron—have sold out their memory capacity for the upcoming year, leaving no room for additional supply for third parties to purchase more DRAM wafers. Interestingly, the report notes that everyone from OEM server makers and PC makers to AI labs knows that July and August are crucial months for securing allocations for the following year. However, some businesses have been kept in the dark because nobody has been public about this out of fear of losing their allocation.

Memory makers have been pushing customers into long-term agreements with contracts ranging from three to five years, using an advance payment deposit model where customers essentially pre-pay for some of the memory capacity. These deals are made on an individual customer level. All of this combined signals that 2027 will be the worst year in recent history regarding memory shortages, meaning that only those who managed to sign agreements for supply will benefit, while the rest are left without as there simply isn't enough available DRAM. Only about 60-70% of the estimated demand can be met in 2027, leaving a significant amount of demand unmet and waiting for the 2028 supply.“
 

“Three major PC makers now using Chinese memory to fight 'unprecedented memory shortage,' report claims — HP, Asus, and Acer using 'small amounts' of CXMT chips in limited number of notebooks for non-US market​


As the global AI-induced memory shortage continues to bite and PC makers scramble to get their hands on supply while keeping costs down, a new report claims that PC makers HP, Asus, and Acer have started to use a small amount of Chinese memory chips made by CXMT. According to Nikkei Asia, the limited utilization extends to notebooks for non-U.S. markets.”

https://www.tomshardware.com/tech-i...limited-number-of-notebooks-for-non-us-market
 

“CXMT Enters LPDDR6 Risk Production with 12.8 Gbps Memory Chips​

by AleksandarK Today, 06:59 Discuss (1 Comment)
We have seen numerous reports about Chinese memory giant CXMT and its production. The company has now reportedly entered risk production of the latest LPDDR6 memory, reaching parity with Samsung, SK hynix, and Micron in both manufacturing and technological evolution. According to multiple reports, CXMT's LPDDR6 memory will operate at speeds of up to 12.8 Gbps, with the base speed of LPDDR6 being 10.7 Gbps. LPDDR6 picks up where LPDDR5X left off, which could reach speeds of up to 10.7 Gbps when highly overclocked. However, the newest standard is pushing for much higher speeds, with the first generation of LPDDR6 from CXMT's fabs reaching 12.8 Gbps. Additionally, CXMT is producing these chips with a 16 Gb capacity, equivalent to 2 GB, and the memory IC is placed inside a package-on-package (POP) casing, featuring about 1,295 pins in a ball grid array.

For now, this production will be only a trial run before high-volume manufacturing (HVM), which will likely take place weeks or even months after the initial risk production. Currently, the company is shipping its LPDDR6 to customers for validation, suggesting that we will likely see full risk production soon. As CXMT has manufacturing, construction, and other factors far ahead of industry standards, it is possible that HVM will occur in just a few weeks.“
 

“GIGABYTE Hikes GPU Prices By Up To 40%, Japanese Retailer Cancels Pre-Orders​

The vendor not only increased the GPU prices significantly, but it also resulted in the cancellation of several existing orders.​

Retailer Says GIGABYTE Increased GPU Prices by 20-40%, Leading to Cancellation of Several Orders​

The notice by CFD-BIZ confirms the report of NVIDIA raising the GPU prices. We have seen how drastic the price increase was for the GeForce RTX 50 series in China. We also heard reports that AMD raised the GPU prices for its RX 9000 series, which it delayed due to fear of losing GPU share to NVIDIA. However, reports confirm that both manufacturers have already implemented a new price hike, starting this month.

This was imminent due to rising DRAM prices and has caused a significant price hike in multiple regions already.””

https://wccftech.com/gigabyte-hikes...er-cancels-pre-orders-it-can-no-longer-honor/
 
Man this shit is really really bad. We are lucky zen 6 and nova lake are on ddr5. This is going to be years holy fuck man.
 

“Prices of conventional DRAM, NAND products reach record highs in July: data​

SEOUL, Aug. 3 (Yonhap) -- The average prices of conventional dynamic random-access memory (DRAM) and NAND flash products reached monthly record highs in July, driven by robust demand for artificial intelligence (AI), industry data showed Monday.

According to data from industry tracker DRAMeXchange, the average fixed contract price of the benchmark DRAM products for PCs rose 14.3 percent from the previous month to US$24, marking the highest level since the tracker began compiling the data in June 2016.“

https://en.yna.co.kr/view/AEN20260803008500320
 

“Samsung Unveils Next-Gen 3D-Memory Vision at FMS 2026​

Samsung Electronics a global leader in advanced memory technology, today showcased its latest AI memory innovations at Future of Memory and Storage (FMS) 2026 in Santa Clara, California.

With broad expertise spanning DRAM, NAND, enterprise storage and relevant advanced semiconductor technologies, Samsung presented its latest AI memory portfolio and technology roadmap, including a preview of its zHBM and zNAND-O concept models, the industry-first introduction of its V10 BV-NAND with 400-plus layers and a comprehensive range of solutions designed to advance future AI infrastructure. Samsung is also featuring its AI cloud server-inspired booth at FMS 2026, where approximately 30 memory and storage technologies are on display.“
 

“Motherboards may be the next PC component to get a massive price increase​

After soaring RAM and storage prices, motherboards could be the next PC component to get significantly more expensive, according to a new supply chain report.​

Building a PC from scratch has already become a lot more expensive, thanks to skyrocketing RAM and storage prices driven by rising AI data center demand. Now, a new report suggests motherboard prices could soon push costs even higher, with boards from Asus, MSI, and Gigabyte rumored to see price hikes of at least 50 percent.“

https://www.digitaltrends.com/compu...pc-component-to-get-a-massive-price-increase/
 

“Samsung Continues DRAM Market Share Lead, Micron Is Catching Up, Notes Report​

by AleksandarK Today, 06:39 Discuss (0 Comments)
According to Counterpoint Research's Global Memory Tracker update for the second quarter of 2026, memory manufacturers are adjusting their share of the global DRAM revenue. The report highlights that South Korean memory makers remain dominant, with 65% of global DRAM revenue going to Samsung and SK hynix. Samsung holds the top position, capturing 39% of the global DRAM revenue. The South Korean giant has reportedly resolved its manufacturing issues, and its foundry has delivered strong performance, widening the gap with other manufacturers. Price increases in regular DRAM and specialty solutions like HBM have significantly boosted the company's revenue, securing its stable number one spot.

In second place, SK hynix holds about 26% of the global revenue share. This is a decrease from the 39% share the company held in Q2 2025, despite its revenue growing 214% year-over-year. This indicates that while the DRAM market is expanding, Samsung is capturing a larger share of the new market growth, leading to a higher overall revenue share. SK hynix was the first to implement long-term agreements with customers, where price volatility is predetermined. This strategy involves encouraging customers into multi-year agreements rather than capitalizing on short-term price fluctuations.“
 
erek said:

“Samsung Continues DRAM Market Share Lead, Micron Is Catching Up, Notes Report​

by AleksandarK Today, 06:39 Discuss (0 Comments)
According to Counterpoint Research's Global Memory Tracker update for the second quarter of 2026, memory manufacturers are adjusting their share of the global DRAM revenue. The report highlights that South Korean memory makers remain dominant, with 65% of global DRAM revenue going to Samsung and SK hynix. Samsung holds the top position, capturing 39% of the global DRAM revenue. The South Korean giant has reportedly resolved its manufacturing issues, and its foundry has delivered strong performance, widening the gap with other manufacturers. Price increases in regular DRAM and specialty solutions like HBM have significantly boosted the company's revenue, securing its stable number one spot.

In second place, SK hynix holds about 26% of the global revenue share. This is a decrease from the 39% share the company held in Q2 2025, despite its revenue growing 214% year-over-year. This indicates that while the DRAM market is expanding, Samsung is capturing a larger share of the new market growth, leading to a higher overall revenue share. SK hynix was the first to implement long-term agreements with customers, where price volatility is predetermined. This strategy involves encouraging customers into multi-year agreements rather than capitalizing on short-term price fluctuations.“
Click to expand...

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“CXMT Becomes World’s Fastest-Growing DRAM Maker as Revenue Explodes 716% – China’s Memory Champion Charges at the Big Three Club​

Chinese memory manufacturer CXMT was the fastest-growing memory company in the world in the second quarter, according to the latest data from Counterpoint Research. Like China's Semiconductor Manufacturing International Corporation (SMIC), CXMT has also shaped up to become a key player in the country's bid to develop semiconductor self-sufficiency. However, unlike SMIC, it is also capable of manufacturing the most advanced memory chips, with multiple reports claiming progress in being able to manufacture LPDDR6 memory chips.“

https://wccftech.com/cxmt-becomes-w...emory-champion-charges-at-the-big-three-club/
 

“Research indicates the need for DRAM is outstripping supply​


Counterpoint Research recently shared that the demand for DRAM for AI purposes has resulted in a change at the top of manufacturer supply tables in Q2 2026. The company heading the list has gone on to attain a market share not seen since 2024.
The research company noted incessant demand for AI-capable computing infrastructure means the need for DRAM is still outstripping supply, leading it to conclude the market for conventional iterations is set for continued price rises.
Samsung capitalised the most in Q2, displacing SK Hynix which Counterpoint Research noted had stolen a march in the comparable period of 2025.“

https://www.tahawultech.com/industr...tes-the-need-for-dram-is-outstripping-supply/
 
“Samsung reveals zHBM: future RAM is stacked above AI accelerator, boasts 8x performance of HBM5 and 3x energy efficiency
At the Future of Memory and Storage conference, Samsung has been showing off next-gen 3D memory architectures including zHBM and zNAND-O.

TL;DR: Samsung showcased next-gen 3D memory architectures at the FMS 2026 show in California, including zHBM where the RAM is stacked directly on top of the AI accelerator, which produces some truly eye-opening performance boosts - and better efficiency too. The company also showed off zNAND-O which offers major performance boosts and lower latency for edge AI environments.”

Read more: https://www.tweaktown.com/news/1130...e-of-hbm5-and-3x-energy-efficiency/index.html
 

“China's CXMT targets 30% DRAM memory market share by 2030 with sixth mega-fab — future plans bottlenecked by access to advanced chipmaking tools​


The time is right for CXMT to expand.


Following its massive $8.6 billion initial public offering (IPO) in July, ChangXin Memory Technologies (CXMT) began considering building its sixth DRAM fab in China to boost memory output in the coming years, Reuters reports. If all announced projects proceed as planned, the company's production capacity could more than double in the mid-term future, the report claims. Meanwhile, investment banker Dan Niles believes China could capture 30% of the DRAM market by 2030, according to P Equity Research.“

https://www.tomshardware.com/pc-com...necked-by-access-to-advanced-chipmaking-tools
 

“NEO Semiconductor Launches NEO.AI Memory Platform​


NEO Semiconductor, a leading innovator in advanced AI and memory technologies, today announced the launch of NEO.AI, its next-generation AI memory platform designed to solve the two most significant memory bottlenecks limiting future artificial intelligence systems: on-chip memory (AI cache) and HBM capacity. As part of the platform launch, the company is officially unveiling X-SRAM, its breakthrough AI on-chip memory technology, alongside the latest progress on 3D X-DRAM, its revolutionary high-capacity HBM technology.

As AI models continue to grow in size and complexity, memory is becoming the primary bottleneck for AI performance. Conventional SRAM scaling has slowed significantly as technology nodes advance, while today's HBM remains constrained by the scaling limitations of conventional 2D DRAM. Together, these limitations form the AI Memory Wall.“
 
I was so naive, I thought there's no way ddr5 would keep climbing, last time I had checked earlier this year, 2x64gb ddr5 dimms were 1200-1500 range
Now, its essentially 2k on pcpartpicker.

Was going to repurpose a spare mobo and toss in ram for a server. Hard nope at these prices
 
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