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DRAM prices expected to maintain upward trajectory according to Minato Holdings president
Monday, January 19, 2026 at 08:06 PM
Minato Holdings President Aizawa expects DRAM prices to continue their upward trend, reflecting ongoing supply and demand shifts in the memory market.
Context
President Aizawa of Minato Holdings expects DRAM prices to maintain an upward trajectory through the end of 2024 and into 2025. This forecast is driven by the aggressive shift among top-tier chipmakers toward producing High Bandwidth Memory (HBM) to satisfy the explosive demand for AI servers. Because production lines are being repurposed for these complex, high-margin chips, the available capacity for standard DRAM is shrinking, leading to a persistent supply-demand imbalance that supports higher pricing.
This trend signals a definitive shift from a period of oversupply to a seller’s market within the semiconductor supply chain. Minato Holdings notes that as inventory levels stabilize and demand for data center infrastructure accelerates, the market is positioned for a double-digit percentage rise in average selling prices. For investors, this indicates sustained tailwinds for memory module manufacturers and equipment providers who stand to benefit from both the increased valuation of inventory and the global transition to high-capacity AI hardware.
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