Server DRAM Contract Prices Set to Jump Another 18% This Quarter

TrendForce expects conventional server DRAM contract prices to rise 13% to 18% quarter over quarter in Q3 2026, with long-term agreements the only thing keeping the increase from being worse. PC DRAM guidance was revised upward mid-quarter, from 8%–13% to 15%–20%. The pressure is entirely structural: Samsung, SK hynix and Micron are diverting wafer capacity to high-margin HBM for AI accelerators, and all three have described their 2026 HBM output as sold out or fully contracted. For anyone buying servers, laptops or phones in the second half of 2026, this is the line item that moved.