Originally published on AI Tech Connect.
What changed, and what actually matters The headline number is behind us. Conventional DRAM contract prices rose roughly 90-95% quarter on quarter in Q1 2026 on TrendForce data reported via Tom's Hardware. Read it as a near-doubling rather than a precise figure. The rate is moderating, not accelerating. TrendForce said on 9 July 2026 that server DRAM contract prices are expected to rise 13-18% quarter on quarter in 3Q26. That follows a forecast 58-63% rise for conventional DRAM in Q2. The trajectory is downward. But the composition changed. TrendForce says the primary source of server DRAM price increases shifts from Q3 2026 towards customers without long-term agreements, and towards incremental supply sold outside those agreements. Capacity, not sentiment, is the constraint. SK Hynix…
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