It looks like something that's expected to be the case throughout the year, too, given "full-year 2026 HBM volume and pricing negotiations for most DRAM suppliers appear to be effectively concluded."
Because of this, and "given current demand levels and persistent supply-demand imbalances, some suppliers see potential for conventional DRAM prices to rise by double-digit percentages (%) quarter-over-quarter (QoQ) throughout every quarter of 2026."
In other words, DRAM prices are expected to go up each quarter because supply will continue to fall behind increasing demand, and this DRAM will feed into HBM.
https://www.pcgamer.com/hardware/memory/goldman-sachs-research-seems-to-point-towards-dram-and-ssd-prices-spiking-next-year-as-memory-supply-lags-behind-demand/
npub19z…f0w53
2025-12-16 15:29:25 UTC
in reply to nevent1q…q8ep
Author Public Key
npub19zv5ftcuxcrhwp978x9a52z8gcdarzpldq53w3wrajszj2gre4ss0f0w53Seen on
wss://relay.ditto.pubPublished at
2025-12-16 15:29:25 UTCEvent JSON
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"content": "It looks like something that's expected to be the case throughout the year, too, given \"full-year 2026 HBM volume and pricing negotiations for most DRAM suppliers appear to be effectively concluded.\"\n\nBecause of this, and \"given current demand levels and persistent supply-demand imbalances, some suppliers see potential for conventional DRAM prices to rise by double-digit percentages (%) quarter-over-quarter (QoQ) throughout every quarter of 2026.\"\n\nIn other words, DRAM prices are expected to go up each quarter because supply will continue to fall behind increasing demand, and this DRAM will feed into HBM.\n\nhttps://www.pcgamer.com/hardware/memory/goldman-sachs-research-seems-to-point-towards-dram-and-ssd-prices-spiking-next-year-as-memory-supply-lags-behind-demand/",
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