Memory Monthly Pricing Tracker, May 2026: Winners and Losers
Overview: Structural supply shortages and the cannibalization of capacity by AI-memory have solidified a supplier-driven market, pushing memory prices to defy all forecasts with a steep upward surge. This environment is creating a clear market divide: deep-pocketed tech giants are aggressively securing market share, while cost-sensitive brands face a severe crisis due to mounting cost pressures and reduced procurement.
Table of Contents:
- Memory Price Change by Application
- Downstream market share shift
- Server Demand Showing No Signs of Abating
- Supplier Focus Shifts from Operating Margin to Market Share
- Supply is hardly catching up with demand
- Looking for Signals of Subsiding Supply Shortage
Published Date: May 2026
Category
Industry
Semiconductors
Service
Memory
Report Type
Report
Time Period
Monthly
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Author
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.