Canonical DDR5 price line
Canonical DDR5 price line
Public memory-market board
The market is heating up
Public Korea-customs, price and inventory data, distilled so you can see at a glance where DRAM / HBM / NAND sit in the cycle — and where prices are heading. Every number is source-linked and reproducible.
Heating - +34.4% composite price, ~24% HBM mix, +126.5% spread, 63d inventory.
Price signals
The four signals that matter most — the number, the direction, and what it's telling you.
Composite Price
$35162.69/kg↑
+34.4% · 2025-12
The blended customs unit price is rising fast — demand is strong and supply is tight.
HeatingHBM Mix
~24%
as of stale: 2026-04-15
HBM share at a new high — AI-server demand is pulling the mix toward high-value parts.
RisingSpot Spread
+126.5%
+126.5% · 2026-07-20
Spot trades far above contract — the channel is tight and buyers are scrambling.
TightInventory Days
63d
as of stale: 2026-04-15
Inventory keeps drawing down — lower means tighter supply and firmer prices.
Drawing downKorea export pulse
Semiconductor trade monitor
Korea Customs 10-day preliminary window — the fastest leading signal of global memory demand.
No 10-day preliminary export data available
Trends
Where price and HBM are heading
Customs composite price index+69.1%
Weighted customs USD/kg across DDR5 / DDR4 / LPDDR5
2025-012025-12
HBM revenue mix~24%
HBM share of total DRAM revenue (est.)
Supply / demand & landscape
Cycle position & company tracker
DRAM revenue · revenue · share · QoQ · HBM mix · 2026Q1
Samsung$11.2B · 42% · +12% · HBM 18%
SK Hynix$9.8B · 37% · +18% · HBM 35%
Micron$5.5B · 21% · +8% · HBM 12%
Source: company filings · TrendForce estimates · updated quarterly
Inventory Days63d↓ 8d from 71dSupplier inventory estimate
Est. Utilization94%near ceilingTrendForce estimate
Capex (2026E)$58B+16% YoY · HBM-drivenCompany guidance
Deep data
Heatmaps, cycle overlay & source trust
Memory (DRAM + NAND aggregate)
HS6 Comtrade aggregate — DRAM and NAND cannot be split at this code level.
Cycle overlay
No cycle data available
Trust and source status
Low confidenceKorea Customs Service · monthly · last updated 2026-07
KCS monthly finalOfficial monthly HSK/HS rows anchor price and export trends.
TrendForce pricesSpot and contract rows keep source and sample-date context.
Manual estimatesHBM, inventory, and utilization inputs are marked low-confidence.
Intelligence Feed
News, Briefs & Events
Latest brief · 2026-07-20
DRAM daily brief - 2026-07-20
No KCS preliminary rows were available; 854232 monthly exports for 2025-12 were $12,636,909,750 across 359,384 kg; DDR3 4Gb 512Mx8 1600/1866 moved 0.00% to $13.175; DDR3 4Gb 256Mx16 contract price was $11 with n/a% QoQ
Latest Headlines
Tue Jun 30 · ee-news-europe-memorySEMI expects 300mm memory equipment investment to surpass $50bn in 2026Tue Jun 23 · ee-news-europe-memoryMicron and Anthropic team up on AI memory infrastructureFri Jun 19 · ee-news-europe-memoryImec unveils ferroelectric memory breakthroughs for next-generation AI systemsThu May 28 · singularity-researchMy ruthless AI prompt to find the next undervalued bottleneck stock
View all headlines →Key Dates
Jul
25
Jul
31
Events sourced from company IR pages and KCS release calendar
Want to read the memory cycle at a glance?
The full board carries per-item sources, revision history and a daily brief — no sales pitch, just reproducible data.