Memory Price Tracker, Mar 2026: Prices More Than Double in Q1

Overview :

The memory market has entered a volatile "Elimination Game," where securing capacity is no longer just procurement - it is a matter of corporate survival in the AI era. Following the Lunar New Year, the implementation of aggressive "compensation prices" has set a new, much higher floor for 2Q 2026 negotiations.

Table of Contents:

Compensation Price and Deteriorating Downstream Dynamics
Deteriorating Mobile Dynamics: Narrowing the Gap with Server DRAM
Fear of 2027 and chances of price stabilization

Number of Pages : 4

Published Date: March 6 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.

Memory Price Tracker, Mar 2026: Prices More Than Double in Q1

Category

Author

Author