ENG
Industry:
Semiconductors
Service:
Memory
Report Type:
Report
Time Period:
Monthly
Industry:
Semiconductors
Report Type:
Report
Service:
Memory
Time Period:
Monthly
Despite an expected deceleration in memory price growth for Q3 2026, DRAM prices are now projected to surge by 15%-20% QoQ—surpassing initial forecasts due to sustained customer demand and Micron's strong fiscal results.
This rising cost burden is being directly passed down to consumers, leading to price hikes for Apple products, gaming consoles, AWS GPU services, and entry-level smartphones, while smaller vendors are cutting sales targets.
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.
