Industry Newsdramnand flashssdhyperscalers
Memory Prices Surge Due To AI Demand
8.2
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.
Key Points
- 1Predicts DRAM contract prices to rise 90–95% QoQ and NAND 55–60% in Q1 2026
- 2Attributes surge to AI-driven hyperscalers, CSP SSD procurement, and stronger-than-expected PC shipments
- 3Warns OEM inventories will draw down, forcing system and laptop prices higher through 2028
Scoring Rationale
High industry impact driven by dramatic price forecasts and AI demand, limited by reliance on a single analyst firm's estimates.
Sources
Public references used for this report.
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