The racing of memory prices has been unstoppable. Even now, six months after the sharp increase, prices are still rising at an almost doubled level. Prices in Q1 this year have increased by as much as 90% from the previous quarter. Memory price tracking data released by research firm Counterpoint shows that although the Q1 quarter of 2026 is only about halfway through,However, memory prices soared by 80% to 90% month-on-month, setting a new record.
Not only has the price of DRAM memory increased significantly, but the price of NAND flash memory has actually increased by 80% to 90% quarter-on-quarter this quarter, but the overall increase is not as good as that of memory.
Price growth will slow down in the next Q2 quarter.It is expected that the growth rate of memory and flash memory will decrease to about 15-20%.But it should be noted that these prices are on a quarter-on-quarter basis, so the overall memory price in Q2 will still be high.
Taking server-grade RDIMM specification memory as an example, the previous quotation for 64GB capacity was only US$450, but now it has doubled to more than US$900. In the second quarter, it will easily exceed US$1,000, which is more than 7,000 yuan.
However, price increases are also a double-edged sword. Price increases have forced end manufacturers and consumers to reduce production and consumption, which means demand will also decline.
Manufacturers' response is mainly to reduce low-end models and increase high-end models.At the same time, reduce the memory and flash memory capacity, or switch from TLC to cheaper QLC flash memory.
