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Пишет Slashdot (![[info]](http://lj.rossia.org/img/syndicated.gif){kind=small} syn_slashdot)@ 2026-02-06 22:00:00 |
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Memory Prices Have Nearly Doubled Since Last Quarter
Memory prices across DRAM, NAND and HBM have surged 80 to 90% quarter-over-quarter in Q1 2026, according to Counterpoint Research's latest Memory Price Tracker. The price of a 64GB RDIMM has jumped from a Q4 2025 contract price of $450 to over $900, and Counterpoint expects it to cross $1,000 in Q2. NAND, relatively stable last quarter, is tracking a parallel increase. Device makers are cutting DRAM content per device, swapping TLC SSDs for cheaper QLC alternatives, and shifting orders from the now-scarce LPDDR4 to LPDDR5 as new entry-level chipsets support the newer standard. DRAM operating margins hit the 60% range in Q4 2025 -- the first time conventional DRAM margins surpassed HBM -- and Q1 2026 is on track to set all-time highs.
Memory prices across DRAM, NAND and HBM have surged 80 to 90% quarter-over-quarter in Q1 2026, according to Counterpoint Research's latest Memory Price Tracker. The price of a 64GB RDIMM has jumped from a Q4 2025 contract price of $450 to over $900, and Counterpoint expects it to cross $1,000 in Q2. NAND, relatively stable last quarter, is tracking a parallel increase. Device makers are cutting DRAM content per device, swapping TLC SSDs for cheaper QLC alternatives, and shifting orders from the now-scarce LPDDR4 to LPDDR5 as new entry-level chipsets support the newer standard. DRAM operating margins hit the 60% range in Q4 2025 -- the first time conventional DRAM margins surpassed HBM -- and Q1 2026 is on track to set all-time highs.
Read more of this story at Slashdot.
