Rumor
Micron increases DRAM prices by 25 percent quarter over quarter
Monday, February 2, 2026 at 12:52 AM
Micron has reportedly implemented a significant price increase for its DRAM products, raising rates by 25% compared to the previous quarter.
Context
Micron has reportedly proposed a massive 115%–125% quarter-over-quarter price increase for server DRAM, marking a historic escalation in the global memory supply shortage. This aggressive proposal follows a period where manufacturing capacity has been drastically reallocated from standard server modules to high-margin High Bandwidth Memory (HBM) to meet the insatiable demand of the AI supercycle. With leading suppliers like SK Hynix and Samsung already signaling that their capacity is effectively sold out through 2026, Micron is leveraging extreme market tightness to reset pricing benchmarks for the data center segment.
The proposed hike is a critical development for the first half of 2026, as hyperscale cloud providers and AI server manufacturers face a severe supply-demand imbalance. While these record-breaking price levels are expected to drive unprecedented revenue and margin expansion for Micron, they pose a significant cost challenge for downstream server OEMs. For investors, this move underscores the transition of the memory market into a prolonged seller’s market where supply constraints, rather than consumer demand, are the primary driver of earnings growth.
Sources (1)
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