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Memory Prices Surge Due To AI Demand
8.2
Relevance Score
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.
Scoring Rationale
High industry impact driven by dramatic price forecasts and AI demand, limited by reliance on a single analyst firm's estimates.
Sources
- Read OriginalDRAM prices expected to nearly double in Q1theregister.com
