Why DRAM Prices Are Soaring — How Demand for AI Memory Is Reshaping the Semiconductor Market
2026년 D램·낸드 가격 상승률 전망이 잇따라 상향 조정되고 있다. AI 서버 확산이 배경이다.
Quick answer
Why Are Memory Semiconductor Prices Rising in 2026?
AI 서버와 데이터센터 확대로 고대역폭메모리(HBM)·DDR5 등 고성능 메모리 수요가 급증하면서, 2026년 D램 가격 상승률 전망이 308%, 낸드 상승률 전망이 256%까지 상향 조정됐다.
Key takeaways
- AI 서버·데이터센터 확대로 HBM·DDR5 등 고성능 메모리 수요가 급증하고 있다.
- Some securities firms have raised their forecasts for 2026, projecting a 308% increase in DRAM prices and a 256% increase in NAND prices.
- 차세대 AI 플랫폼일수록 전체 원가에서 메모리가 차지하는 비중이 커지는 추세라는 분석이 나온다.
Forecasts for price increases in DRAM and NAND flash memory in the 2026 memory semiconductor market are being revised upward one after another. Behind the trend is a surge in demand for high-performance memory as AI servers and data centers proliferate.
How much will prices rise?
Some securities firms have raised their forecasts for 2026 DRAM price growth to 308% and NAND price growth to 256%. These figures are substantially higher than projections made just a few months ago.
AI platforms consume more memory
The more advanced the AI accelerator platform, the greater the share of memory in its total cost. Industry observers estimate that memory’s share of the cost of the latest GPU platforms has expanded more than fivefold from the previous generation, reaching roughly 25% of total costs.
Explanation
Rising memory prices have a direct impact on the earnings of Korean semiconductor companies such as Samsung Electronics and SK hynix. However, semiconductor prices are highly sensitive to supply and demand, so the growth forecasts cited in this article may be revised as market conditions change.
Points to note
For the latest accurate price trends, it is advisable to consult regular reports from semiconductor market research firms such as TrendForce.
Frequently asked questions
- How much are DRAM prices expected to rise in 2026?
- 일부 증권사 전망 기준 상승률이 308%까지 상향 조정됐다.
- What is the main cause of the price increase?
- AI 서버·데이터센터 확산에 따른 HBM·DDR5 등 고성능 메모리 수요 급증이 핵심 원인으로 꼽힌다.
Sources
- 삼성전자 전망 2026, 반도체 사이클과 함께 다시 주목받는 이유 — 라이프노트24
- 삼성전자 주가, 오늘 급등한 이유는? — Investing.com