Memory Contract Prices Keep Climbing Into 2H26

The DIGITIMES payload says contract memory prices rose sharply across the first two quarters of 2026. Quarterly increases may become less steep because the comparison base is higher, but the broader pricing direction remains upward. For RamTrend, this is a top-tier pricing signal. The report says constraints have widened from high-bandwidth memory and premium DRAM to nearly all memory categories, while industry sources see overall memory prices potentially rising another 60% to 75% in the second half of 2026. That points to broad pressure on buyers, not just AI accelerator supply chains.