On January 7, 2026, market research firm Counterpoint Research unveiled a report indicating that the memory market has plunged into a 'super bull market' phase, with current prices eclipsing the historical peak set in 2018. Propelled by a robust surge in demand for AI capabilities and server capacity, suppliers now wield unprecedented bargaining power. It is projected that memory prices will experience a staggering 40%-50% surge in the fourth quarter of 2025, followed by an identical percentage increase in the first quarter of 2026, and an additional approximate 20% rise in the second quarter. Specifically, the price of 64GB RDIMM memory has catapulted from $255 in the third quarter of 2025 to $450 in the fourth quarter, and is poised to ascend to $700 by March 2026. The escalating memory prices are reshaping the cost dynamics for hardware manufacturers, particularly with a significant uptick in the memory cost proportion within smartphones. Concurrently, giants like Samsung and SK Hynix are reallocating their production capacities towards high-margin server DDR5 memory, resulting in a tightening supply of traditional products. The linchpin of this price surge lies in the supply-demand imbalance, and it is anticipated that the supply crunch will persist and remain challenging to resolve in the near term.