Server DRAM Spot Prices Surge to $3,100 on July 20, up 146% from June Contracts

DRAM3.88%
According to Meritz Securities research on July 20, server DRAM spot prices surged to over $3,100, representing a 146% premium above June-end contract prices of $1,380. The spike was driven by sovereign AI projects including Saudi initiatives, new AI data center testing demand, and severe supply-chain constraints among vendors. Meritz Securities noted the spot-to-contract spread as a key indicator, with current market conditions resembling the sudden order surge observed in January's server market.
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