Commodity DRAM Prices Hit Record High in October as NAND Rally Stalls

What happened

Commodity DRAM prices continued to rise in October, reaching an all-time high, while commodity NAND flash prices stopped climbing for the first time in 21 months. According to DRAMeXchange on Oct. 30, the average price of 8-gigabit DDR4 DRAM used in PCs rose 5.77% in October from September, to $27.50 from $26, marking the 19th consecutive monthly gain. The source attributes the rise to shrinking supplies of commodity DRAM as memory manufacturers increase production of server memory products, including HBM. TrendForce, DRAMeXchange's parent company, expects South Korean DRAM manufacturers to cut PC DRAM production in 2027 by 20% to 40% from 2026, and forecasts PC DRAM contract prices will rise 13% to 18% in the fourth quarter from the previous quarter. The average October price of 128-gigabit MLC NAND used in memory cards and USB drives was unchanged from September at $30.61, ending a rally that began in January 2025; TrendForce said prices could decline in the fourth quarter, attributing the slowdown to already elevated MLC prices and customers shifting to relatively cheaper SLC and TLC products.

Impact and signal

Affected components and suppliers

Source and time

Source: The Elec · 11/2/2026 · View original source