On June 26, the latest research from TrendForce revealed that, owing to a structural supply shortage in mature process DRAM, consumers in the DRAM market are now shifting their focus towards procuring older-generation products to secure larger supply quotas. This strategic move has ignited a fresh wave of demand for legacy Consumer DRAM chips, particularly DDR2 and DDR3. Consequently, the contract prices for these chips are set to continue the upward trajectory observed in the first quarter of 2026. Specifically, DDR2 contract prices are projected to climb by approximately 55-60% in the second quarter, with an additional 35-40% increase expected in the third quarter.
