Long-term memory price trend
Jan 2026=100. Normalization makes products with different units comparable.
GLOBAL MEMORY CYCLE RADAR · 2026.08.09
Supply remains tight, but price momentum is slowing.
A traceable evidence chain connecting DRAM and HBM prices, AI racks, end demand, supply forecasts and memory equities.
Every judgement discloses its source, units, formula and invalidation conditions.
MARKET TREND
See the trend before today’s quote
Prices, cycle temperature and global supply-demand sit on one screen to distinguish acceleration, cooling and reversal.
DDR5 YTD
+62.3%
DDR4 16Gb vs peak
-5.4%
Current
72 / 100
Current state
Tight, but cooling
Open price center
Cycle position
The score eased from 83 in June to 72. Fundamentals remain strong while marginal momentum cools.
June peak 83View cycle model
Global DRAM supply-demand path
Annual total demand and supply in EB; unmet demand is not carried forward.
2027 gap
2.29 EB
2027E demand is 47.41 EB versus 45.12 EB supply, leaving a 2.29 EB gap.
PRICE SIGNALS
Latest memory prices
Track the direction, velocity and divergence of spot, contract and model-based indices.
DEMAND MIX
Who buys DRAM
Decompose DRAM demand across AI data centers, smartphones, PCs and automotive systems.
Data centers43%
GPU racks, cloud ASICs and general-purpose servers drive the category.
Smartphones26%
Unit growth is modest; higher memory content provides most incremental demand.
PCs14%
AI PCs and premium configurations raise average DRAM content.
Automotive and other17%
Smart vehicles, networking and industrial applications deliver structural growth.
RESEARCH
Latest research
Every article preserves its data cutoff, assumptions, calculations and revisions.
Data as of 2026-08-08
Is the peak in memory stocks already behind us?
Use supply-demand, price momentum, earnings revisions and valuation to frame peak windows for Micron and SK hynix.
Data as of 2026-08-07
How much more DRAM will AI racks consume in 2027?
Normalize GB300, Vera Rubin and cloud ASIC demand in TB and EB.
Data as of 2026-07-31
What 45.12 EB means: the 2027 DRAM supply map
Break down bit growth for Samsung, SK hynix, Micron, CXMT and other suppliers.