NuAxiSemiconductor trade intelligence
[News] Nanya Tech: DRAM Up Month by Month in 1Q, Sharp 2Q Jump Ahead, Shortage Through 2028
What happened
Nanya Tech confirms DRAM prices are rising monthly in Q1, with a sharp jump expected in Q2, supported by sustained supply tightness potentially until 2H28. Samsung, SK hynix, and Micron have secured Q1 DRAM contract price increases exceeding 100%, with Q2 contracts settling at up to 40% higher. Bullish: Multiple major suppliers are executing aggressive, sequential price hikes due to prolonged structural undersupply, directly impacting procurement costs.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
shortageprice-hikecontract-negotiation
Source and time
Source: TrendForce · 3/4/2026 · View original source
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