PSMC raises DRAM wafer-start prices 45% as capacity tightens

DigiTimes reports that major cloud service providers have been pulling forward purchases of future DRAM capacity, while the global memory supply-demand gap is expected to persist through 2027. On a July 14 earnings call, PSMC said July DRAM wafer-start prices increased by roughly 45% from June, with the benefit expected to show up in revenue and profit from November. This is a direct pricing signal for foundry-supplied DRAM capacity. It also reinforces that AI infrastructure buyers are competing for future memory supply rather than waiting for spot availability. For RamTrend, the magnitude of the monthly increase makes this one of the strongest DRAM pricing items in the queue.