DRAM Contract Prices Quadruple in Nine Months, But Vendor Gains Diverge on HBM Accounting

DRAM contract prices rose roughly 4.4-4.8x in nine months, but realized ASP gains vary widely across vendors—Samsung 3.9x, Nanya ≥3.5x, Micron 3.2x, SK hynix only 2.6-2.9x—because reported ASPs mix different shares of HBM, DDR5, DDR4 and mobile DRAM, and TrendForce's benchmark excludes HBM.

2026-10-08 ~ 2026-10-08 · 4 related posts

• SK hynix leads HBM but posted the smallest DRAM price hike of the big four — mix, not momentum — tengyanAI · 2026-10-08
• Mix matters: why HBM-heavy SK hynix can show smaller DRAM ASP gains — tengyanAI · 2026-10-08
• Why DRAM ASP comparisons mislead: TrendForce excludes HBM, vendor mixes differ — tengyanAI · 2026-10-08
• DRAM contract prices quadruple in 9 months, but makers realize gains very differently — tengyanAI · 2026-10-08