A gram of DRAM is now more expensive than gold. 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.  Memory demand shows no sign of slowing down. So, where is the memory market headed?

Stay up to speed on memory with this exclusive webinar. Research Director and semiconductor expert MS Hwang gives an in-depth analysis on memory supply chain dynamics, semiconductor strategies, revenue share, product mix effects, and a memory pricing forecast. Contact us to get access.

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Our Monthly Memory Pricing Tracker provides memory contract prices and outlooks based on real-time data and insights. It also includes the pricing status of representative models for each application (Mobile, PC, Server), and the key factors that affect pricing.

Our Memory Market Tracker and Outlook provides quarterly shipment and production data with mid- to long-term forecasts, alongside mobile sell-through demand tracking powered by proprietary mobile trackers. This is released quarterly alongside bi-weekly industry intelligence reports.

Our Foundry Market Supply Tracker report provides a comprehensive view of the foundry market, covering wafer capacity, revenue performance, market share, and utilization rates across major technology nodes and vendors. It also examines the evolving competitive landscape among leading foundries, including TSMC, Samsung Foundry, UMC, GlobalFoundries, SMIC, and Hua Hong/HLMC, offering insights into both historical developments and future market trends.

For a comprehensive view, contact us to learn more about Counterpoint's Cloud AI Server Analysis Service, which tracks, forecasts, and analyzes key components of AI datacenter value chain from foundry, memory, compute, networking, interconnect, cooling, servers, racks, models to AI applications.