DDR5 Spot Prices Keep Rising as AI and Server Demand Tighten Supply

Industry sources cited by DigiTimes say the broader pace of memory contract price increases is starting to slow in the second half of 2026. Even so, DDR5 module spot prices are still climbing and have reached fresh highs. The reported driver is persistent demand from AI and server applications, which is taking in available supply and supporting firmer pricing. For the memory market, the split between slower contract-price momentum and stronger DDR5 spot pricing suggests that advanced server-oriented demand remains resilient even as the wider market shows signs of moderation.