Memory Price Tracker, July 2026: Tears of OEMS
Overview:
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.
Tech giants are prioritizing immediate server deployment and data center scale-out by purchasing larger quantities of lower-capacity memory modules (such as scaling down SOCAMM2 capacity per CPU) with the strategy of upgrading memory capacity later.
Table of Contents:
- Server Memory Pricing Remains Strong: Recent Concerns Not a Sign of Demand Slowdown
- Consumer Segment Suffers: Mobile DRAM Price Nearly Doubled from the Previous Quarter
- Memory Price Remains Persistently Strong
Number of Pages : 5
Published Date: July 7 2026
Category
Industry
Semiconductors
Service
Memory
Report Type
Report
Time Period
Monthly
Receive our insightful weekly newsletter and stay ahead of the competition.
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.
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.