Memory Price Tracker, Feb 2026: 90% Jump from Q4 2025
Overview:
Q1 2026 is experiencing a violent price rally, with DRAM surging 80%-90% QoQ so far. NAND has also turned bullish, rising in tandem with DRAM and HBM. Suppliers are delaying contract talks until after the Lunar New Year to leverage higher post-holiday pricing. With no signs of abating, procurement managers should expect sustained inflationary pressure
Table of Contents:
- Memory Pricing Trends, Q1 2026: Momentum Increases
- Balloon Effect: OEM Survival Strategies and Degree of Pain
Number of Pages : 4
Published Date: February 2 2026
Category
Industry
Semiconductors
Service
Memory
Report Type
Report
Time Period
Monthly
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Author
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
Jeongku Choi
Jeongku Choi is a Research Analyst at Counterpoint Research based in Seoul, Korea. As an engineer in LG Electronics, she was responsible for commercializing the latest technologies for new products in mobile and automotive. Also analyzing and strategizing the latest Android technology was one of her roles. Her interests are mobile, mobility, AI, and emerging technologies.