Mobile DRAM contract prices surge as LPDDR4X costs jump in 2Q26

The report says LPDDR4X average selling prices are set to jump at least 70% to 75% quarter over quarter in 2Q26. That is a direct pricing signal for mobile DRAM, especially for smartphone vendors still exposed to older LPDDR generations. The magnitude of the move suggests tight supply, aggressive repricing, or both in parts of the mobile memory market. For device brands, higher DRAM costs can squeeze margins or force pricing and bill-of-material tradeoffs. This is one of the strongest memory-pricing items in the current queue because it cites a named market-research source and a specific quarter-over-quarter increase range.