ENG
Memory price growth is expected to slow in Q3 2026, but pricing remains stronger than anticipated a month ago. Counterpoint Research has raised its Q3 DRAM price forecast from 5%–10% QoQ to 10%–20% QoQ as customers continue to pull forward orders. Micron's strong earnings and industry-leading margins have also reinforced market confidence and strengthened suppliers' pricing power, supporting further DRAM price increases during the quarter.
Industry:
Semiconductors
Service:
Memory
Report Type:
Report
Time Period:
Monthly
Industry:
Semiconductors
Report Type:
Report
Service:
Memory
Time Period:
Monthly
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.
Jason Park
Jason is a Research Associate at Counterpoint Research, specializing in the semiconductor memory market. He conducts detailed analysis of quarterly shipment and production data, in conjunction with regulatory developments, to deliver timely and actionable insights into market trends. With a strong background in engineering, Jason supports clients in understanding the semiconductor industry from both technical and strategic perspectives. His primary area of focus is the NAND Flash market, and he also contributes to research on the global smartphone market.
