Memory chip prices keep rising but the pace is cooling, which is good for memory makers and their suppliers and bad for PC and phone builders still swallowing higher costs.

• Regular DRAM contract prices are set to rise 13–18% this quarter, a smaller jump than last quarter's surge.
• Consumer memory is climbing the most because chipmakers sharply cut how much of it they produce.
• PC and smartphone customers can only absorb so much, and some server buyers are shifting from big memory modules to smaller ones.
• Industry revenue jumped nearly 60% last quarter, with Samsung leading on early HBM4 shipments ahead of SK Hynix and Micron.
• Taiwan's Macronix and ADATA both posted record monthly sales, with ADATA's revenue up almost 280% from a year ago.

Outlook: AI datacenter spending keeps memory tight, so prices should keep rising into year-end, just more slowly.