Semiconductor Analytics - January 22, 2026

DRAM and NAND prices surge as tight supply and strong AI demand push memory markets higher across all major product categories.

This monthly update delves into the dynamic and volatile pricing landscape of mainstream DRAM and NAND memory, offering an examination of pricing trends over the past three months and projecting developments for the upcoming year. Covering a broad spectrum of memory types including Server DRAM, Mobile DRAM, PC DRAM, High Bandwidth Memory (HBM), as well as Single-Level Cell (SLC), Multi-Level Cell (MLC), Triple-Level Cell (TLC), and Quad-Level Cell (QLC) NAND, Client Solid-State Drives (SSDs), and Universal Flash Storage (UFS), this monthly publication is essential for stakeholders seeking to navigate the constantly shifting prices within the memory markets. Note: Memory markets remain exceptionally tight, with pricing for both DRAM and NAND continuing to move higher than expected. AI-related demand strength and limited supply elasticity are sustaining upward pressure across the market, allowing suppliers to advance pricing at a pace that has repeatedly outstripped prior forecasts.