Memory Prices Surge Due To AI Demand

TrendForce warns that DRAM and NAND contract prices will surge in Q1 2026, predicting DRAM rises of 90–95% QoQ and NAND increases of 55–60%. It attributes the spike to AI-driven hyperscaler and CSP procurement, stronger-than-expected late-2025 PC shipments, and OEM restocking, and warns system and storage prices may stay elevated through 2028.
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High industry impact driven by dramatic price forecasts and AI demand, limited by reliance on a single analyst firm's estimates.
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