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Meritz Securities in South Korea: Middle East sovereign AI investors have begun talks with Korean manufacturers for long-term storage purchases, and the expected quarter-on-quarter increase in Q3 DRAM contract prices may exceed 15%.

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Mars Finance News: On July 19, a report from Korean brokerage Meritz Securities showed that, according to channel research, Middle Eastern sovereign AI investors—including Saudi Arabia—have recently begun discussing mid- to long-term storage product procurement plans with Korean storage chip manufacturers. With demand growing, the spot market for server DRAM has started to face upward price pressure, and the increase is especially pronounced for high-end products with a bus speed of 6400Mbps. The report believes that, as supply shortages intensify, investment competition between cloud service providers and frontier model developers is becoming more focused on products that can maximize performance. Since mid-July, the spot price of 64GB DDR5 server DRAM has surged significantly; it has recently risen to $3,100 to $3,400, about 146% higher than the contract price of around $1,380 at the end of June. Meritz Securities expects that in the third quarter of 2026, the quarter-over-quarter increase in server DRAM contract prices may exceed the market’s current expectation of around 15%. For suppliers that adopt more flexible pricing in the second quarter and offer terms more favorable to customers, price increases in the third and fourth quarters may be particularly noticeable.
DRAM2.70%
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