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DDR5 ECC Arbitrage Map

64GB DDR5 ECC RDIMM pricing across 14 markets · US baseline: $550 · Updated June 2026

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Price vs US $550
>25% cheaper
10-25% cheaper
±10%
10-50% more
>50% more
>150% more

Market Rankings

Landed cost to US, cheapest first

Cycle Indicators

30 months into upcycle

Extended UpcyclePeak: ~Q1 2027
laggingDDR5 vs HBM3e Margin
DDR5 > HBM3e● MIXED
laggingFill Rate
70%▲ TIGHT
laggingSK Hynix Op. Margin
72%▲ TIGHT
laggingSamsung DRAM Rev.
+95.4% YoY▲ TIGHT
laggingSpot vs Contract
Spot > Contract▲ TIGHT
leadingContract Prices QoQ
+58-63%▲ TIGHT
leadingHBM Wafer Share
23%▲ TIGHT
leadingHyperscaler CapEx
$725B▲ TIGHT
leadingInventory-to-Shipment
2-4 weeks▲ TIGHT
leadingNew Fab Capacity
H2 2027+▲ TIGHT
leadingWafer Utilization
~98%▲ TIGHT

64GB DDR5 ECC Price Forecast

Analyst consensus range (fan chart)

Buy Now
YES
Before Q3 price hike
Peak
~Q1 2027
Wide confidence interval
Relief
H2 2027+
New fab capacity