Memory Price Tracker, Jan 2026: Memory Price Alert
Overview: This report highlights an exceptional memory market bull cycle surpassing the 2018 peak, with strong supplier pricing power and rising costs reshaping hardware BOMs. Despite capacity expansion, supply constraints are expected to persist, driving further price increases into at least H1 2026.
Table of Contents:
- Twice as Hot as 2018: The Unstoppable Memory Bull Market
- A New Reality: The Rising Cost of Bill of Materials (BOM)
- Supply Expansion: A Long Road Ahead
Category
Industry
Consumer Electronics, Smartphone, Semiconductors, Macro & Geopolitics
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.