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Institution: It is expected that the DRAM price increase cycle will continue in the second quarter, with the growth rate narrowing in the second half of the year.
Gelonghui April 8 | The DRAM super storage cycle triggered by the growth in AI computing power demand starting in the second half of 2025 will continue into 2026. Qunzhi Consulting predicts that the DRAM market will experience supply and demand shortages throughout the year, but the rate of increase will show a differentiated trend. Overall, the average price increase of global DRAM in the second quarter will narrow from over 70% in the first quarter to 30%-50%. In the second half of the year, the increase will continue to narrow until it gradually stabilizes.