Memory Prices Have Nearly Doubled Since Last Quarter

Source: Slashdot

Memory price surge in Q1 2026

Memory prices across DRAM, NAND and HBM have surged 80 to 90 % quarter‑over‑quarter in Q1 2026, according to Counterpoint Research’s latest Memory Price Tracker. The price of a 64 GB RDIMM has jumped from a Q4 2025 contract price of $450 to over $900, and Counterpoint expects it to cross $1,000 in Q2.

NAND, relatively stable last quarter, is tracking a parallel increase. Device makers are cutting DRAM content per device, swapping TLC SSDs for cheaper QLC alternatives, and shifting orders from the now‑scarce LPDDR4 to LPDDR5 as new entry‑level chipsets support the newer standard. DRAM operating margins hit the 60 % range in Q4 2025 — the first time conventional DRAM margins surpassed HBM — and Q1 2026 is on track to set all‑time highs.