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◆ TESSARA JULY 23, 2026 DRAM prices are breaking out $74686 $ PER KG -3.7% MoM · +514.2% YoY Korea customs DRAM export unit price ($/kg), a proxy for the memory price cycle. $20000 $40000 $60000 $80000 Prior peak $77559 Breakout Jul '24 Mar '25 Oct '25 Jun '26 tessara.tech Source: Korea Customs Service

DRAM prices are breaking out

The export price of South Korean DRAM has more than quadrupled in a year and gone vertical, breaking to a new high after a long flat stretch. Korean customs unit prices are an early, hard read on the memory price cycle the whole AI build runs on.
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