Storage "surge" continues

Wallstreetcn
2026.01.03 09:55
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Wells Fargo data shows that the spot price of DDR4 rose approximately 23% week-on-week (DDR5 rose 1%); the average quarter-on-quarter increase in the fourth quarter was 139%, with December contract prices for PC DRAM rising about 8% and server DRAM rising about 11%. In terms of USD/Gb, they expect contract prices in the fourth quarter to increase approximately 65% quarter-on-quarter and 175% year-on-year. The shrinkage rate of TLC chips increased by 64% month-on-month in December and 110% quarter-on-quarter in the fourth quarter

Wells Fargo data shows that the spot price of DDR4 increased by approximately 23% week-on-week (DDR5 increased by 1%); the average quarter-on-quarter increase in the fourth quarter was 139%, with December contract prices for PC DRAM rising by about 8% and server DRAM rising by about 11%.

Calculated in USD/Gb, they expect contract prices in the fourth quarter to increase by approximately 65% quarter-on-quarter and 175% year-on-year.

The shrinkage rate of TLC chips increased by 64% month-on-month in December and by 110% quarter-on-quarter in the fourth quarter.

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