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“Memory Chip Prices Go Parabolic as Data Center Demand Reshapes the Market” 🚨

The global memory chip market is in the midst of an extraordinary price surge, with what analysts are calling a “parabolic price hike” continuing to accelerate into early February. According to Bernstein Research, the rally is being driven primarily by relentless demand from hyperscalers and cloud service providers, as AI and data center buildouts consume vast amounts of memory capacity.

Prices for NAND flash memory wafers surged roughly 35% between the end of 2025 and February 2, while DRAM spot prices climbed about 28% over the same period. Those short-term gains, however, only hint at the scale of the shift underway. Over the past year, DRAM prices have exploded by more than 2,000%, and NAND prices are up over 600%, transforming what were once considered commodity components into some of the hottest assets in the semiconductor space.

This powerful momentum has reinforced the bullish outlook for memory-focused chipmakers. Companies such as Micron and Sandisk have emerged as major market winners, benefiting directly from tight supply and surging demand tied to AI infrastructure expansion.

Bernstein analysts noted that pricing strength in the first quarter of 2026 is coming in well above expectations, prompting upward revisions to near-term forecasts. While PC and mobile demand is expected to slow later this year, prices are likely to remain elevated, supported by sustained cloud and data center demand. Even as the pace of increases moderates, the memory market appears firmly reset at a much higher level.