Mobile DRAM Prices Expected To Increase By ~100% Quarter-Over-Quarter, As Long-Term Agreements Now Getting Signed At Prices As High As $21/GB

The mobile DRAM market is showing no sign of retrenchment as the wider industry stares at a ~100 percent quarter-over-quarter (QoQ) price increase in Q2 2026, building upon the 58 percent - 63 percent QoQ price growth for LPDDR5X in Q1. The mobile DRAM market shows no sign of cooling off, as Long-Term Agreements (LTAs) entrench price hikes SemiAnalysis reported just a few days back that LPDDR5 contract prices were recently hovering at around $10/GB after undergoing a 3x increase since Q1 2025. What's more, the firm expected this trend of price hikes to continue well into 2027. While DRAM […]

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