Friday, May 15th 2026 Mobile DRAM Contract Prices Continue Rising in 2Q26, Pressuring Smartphone Production Press Release by TheLostSwede Friday, 16:10 Discuss 7 Comments Surging mobile DRAM contract prices in 2Q26 continue to place even greater cost pressure on smartphone brands, according to Tren… …
… This means rising CPU deployment is expected to expand server DRAM capacity requirements while simultaneously supporting procurement volumes and contract pricing. Additionally, the growing wafer consumption associated with HBM production is compressing available capacity for conventional DRAM. …
… This situation isn't surprising given that NAND Flash, the primary storage component, has seen prices skyrocket, with a staggering 500% increase over the six-month period ending in March. …
… The Switch 2 price increase has been expected since January 2026, thanks to rising DRAM and BOM costs across the board . …
…11.7 Gbps, 1c DRAM + 4 nm logic base die # HBM4E Memory [updated] Mass production: 2026 # SK Hynix development # Puts memory controller at the bottom of the memory stack # Samsung targets 13…