The semiconductor market is having a huge year. Research firm Omdia now expects industry revenue to grow 62.7% in 2026, with the DRAM market alone nearly doubling from 2025. Computing and data storage revenue could pass $700 billion, up 90% year-over-year (YOY). Prices are moving just as fast.
Contract DRAM prices have already jumped 58% to 63% over the past quarter, and Gartner says they could rise another 125% in 2026. Etron Technology’s chairman Nicky Lu also said prices are still climbing 10% to 20% every month.
