Global memory chip prices surge, DDR5 kits approach €1,000 amid 25% forecast rise

Morgan Stanley projects a minimum 25% quarterly increase in memory chip prices for Q3 2026, citing sustained demand from data‑center operators. The outlook lifted shares of Micron, SanDisk and Western Digital, though the rally later eased.

Analysts in France anticipate that NAND‑Flash prices may return to normal levels by 2027 after the current cycle of scarcity. In Germany, high‑end DDR5‑RAM kits have risen up to 448% year‑on‑year, with some 64‑GB kits now priced near €1,000.

Meanwhile, a report from China notes that second‑hand DDR4 RAM modules have fallen more than 30% from their recent peaks, yet prices remain several times higher than a year earlier, reflecting continued pressure from AI‑driven demand across the hardware market.