DRAM Contract Price Growth Slows, But DigiTimes Still Points to Double-Digit Q3 Gains

China's softer holiday demand has not been enough to break the upward trend in memory pricing, according to the available DigiTimes summary. The report says spot prices recovered modestly by the end of May after sharp April and May swings, while the industry's tight supply-demand balance remains in place. The key pricing point is the expected path for contract prices. DigiTimes says third-quarter memory contract price increases should slow from a high base, but still remain on an upward trajectory, with likely quarterly gains in the double-digit 10% to 20% range. For RamTrend, this is a direct pricing signal. It suggests consumer demand pressure in China may cap the pace of hikes, but it has not removed the supply tightness that is supporting DRAM and broader memory contract pricing into Q3 2026.