DRAM contract prices quadruple in 9 months, but makers realize gains very differently
tengyanAI · x · 2026-10-08
Tessara's research note shows conventional DRAM contract prices rose to roughly 4.4-4.8x their pre-October-2025 level in nine months, yet realized price gains diverge sharply: Samsung 3.9x, Nanya at least 3.54x, Micron 3.2x, SK hynix only 2.6-2.9x.
Key takeaways:
- A surging industry price index doesn't translate one-for-one into maker pricing; product mix (HBM in blended prices) explains much of the gap
- Contract reset speed is the new question from July: Nanya's July revenue jumped 49.3% MoM mainly from expired contracts rolling into new ones
- Watch Nanya's Oct 12 results: did ASP surge while bit shipments stayed flat?
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