Korean Exports Show Massive DRAM & NAND Price Surge

Mon, 11 May 2026 21:22:38 +0000

The Unthinkable: Facing Down the “RAMmageddon” of 2026

The first ten days of May 2026 have painted a stark picture for anyone relying on the global semiconductor market. Korean customs data reveals a jaw-dropping surge in DRAM and NAND export prices: up a staggering 326.3% year-over-year and 28.8% month-over-month for memory exports overall. DRAM alone saw a significant 20.9% jump in just one month, while SSD prices experienced an almost unthinkable hike of up to 63%. This isn’t just a minor market fluctuation; this is the nascent stage of “chipflation,” a dramatic recalibration driven by an insatiable demand for AI infrastructure and a strategic, almost ruthless, reallocation of manufacturing capacity towards the most profitable components. Investors and industry professionals need to confront the possibility of a sudden, and potentially prolonged, market correction that could lead to an oversupply and price collapse if current trajectories are misread. The specter of “RAMmageddon” or “RAMpocalypse” looms, not as a distant possibility, but as an unfolding reality.

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Korean Exports Show Massive DRAM & NAND Price Surge