"DRAM contract prices are now expected to rise around 90 to 95 percent quarter-over-quarter. NAND flash similarly sees a huge jump, with expected prices ballooning by 55 to 60 percent compared to Q4 2025. Specifically, PC DRAM prices could more than double even from their elevated positions late last year. This will invariably result in overall price increases across all product categories, though varying in significance depending on component costs."
"TrendForce originally predicted conventional DRAM contract prices would rise 55-60 percent QoQ, but has now revised this to 90-95 percent, within touching distance of doubling outright. Similarly, NAND flash forecasts jumped from 33-38 percent to 55-60 percent. Ominously, TrendForce notes this estimation may rise yet further. This follows the now-familiar pattern that began in mid-2025. Between July and November last year, the price of 1TB TLC NAND surged from $4.80 to $10.70, according to Phison CEO Khein-Seng Pua."
DRAM contract prices are forecast to rise about 90–95 percent quarter‑over‑quarter in Q1 2026, while NAND flash prices are expected to increase about 55–60 percent compared with Q4 2025. PC DRAM prices could more than double from late‑2025 levels, and overall product prices will increase to varying degrees depending on component cost shares. Persistent AI and data center demand is tightening the global memory supply‑demand balance. Spot prices for DRAM and NAND rose rapidly since September, reaching historic highs after a mid‑2025 surge in 1TB TLC NAND prices from $4.80 to $10.70. PC and server segments face acute shortages and inventory declines.
Read at Techzine Global
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