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September DRAM contract price may reach 3.26 USD/Gb in the future

Recently, top domestic terminal manufacturers have finalized a three-year long-term locked price supply contract for DRAM with Nanya. The contract sets a minimum supply price and no price limit for price increases.

Rumors of DRAM Market in August: Industry reports suggest that Samsung's DDR4 DRAM reference price for this month is 15.6/24/48 USD; The original factory production capacity is tilted towards the high-end HBM category, and the supply of DDR4 continues to tighten. The Q3 DRAM contract price is expected to continue to rise.

The tightening of the original factory channel strategy and the improvement of compliance requirements have promoted the concentration of storage and distribution resources to top enterprises with scale and services.

The growth of IoT and wearable device shipments has driven a steady increase in demand for low capacity NOR Flash and code storage chips.

With the platform upgrade, the penetration rate of DDR5 in the PC and server markets has exceeded 60%, and DDR4 has gradually retreated to the entry-level market.

Samsung has launched a new generation UFS 4.0 that meets automotive standards, with doubled sequential read performance compared to the previous generation, targeting intelligent cockpits and central computing platforms.

Industry data shows that global semiconductor sales achieved year-on-year growth in the first half of 2026, with the storage sector contributing the most.