Memory Monthly Pricing Tracker, April 2026 : LTA Structurally Reshaping DRAM Pricing Dynamics

Overview :

The Q1 2026 contract prices were finalized at the end of March, settling at the midpoint between the post-Lunar New Year “compensation price” and the Q4 2025 levels. For example, 64GB RDIMM DDR5 price ended at $927 in Q1, relative to $1,135 of compensation price in March. However, the market anticipates greater upside in Q2, as starting prices are based on the compensation price. Memory demand remains strong, and suppliers are not missing this opportunity despite having made massive profits in Q1. Compensation prices are expected to appear at the end of Q2 as well, influencing final prices. Customers are aiming for prices to remain flat in the second half, while we expect a modest upside in Q3, leading 64GB RDIMM DDR5 up to the $1,500 mark in Q3.

Table of Contents:

Memory Price Change by Application (QoQ, %)
Memory Prices by Application ($)
Survival strategies – downstream
Dip in spot prices signals little
Structural demand (LTA) creates new paradigm
Chinese chips are not cheap anymore
HBM price to catch up with conventional DRAM
Supply is hardly catching up with demand

Number of Pages : 4

Published Date: April 7 2026

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.