NuAxiSemiconductor trade intelligence
[News] South Korea’s DRAM Prices Reportedly Soar 12.5-Fold in 3 Years, Outpacing Gold
What happened
South Korean DRAM export prices surged 401% year-on-year to $92,183 per kilogram in early August, while server DDR5 contract prices jumped 64% in the second half of 2025. This rally is driven by high-density product demand and capacity constraints, with projections for further increases of 13-18% in Q3 and 3-8% in Q4 2026. Bullish. The sustained price shock across global markets (US, Germany, Japan) confirms a severe shortage and strong demand for server memory.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
price-hikeshortagedemand-surgeserver-memory
Source and time
Source: TrendForce · 8/25/2026 · View original source
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