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Institution: Incremental Demand for AI Servers Supports Q4 Memory Contract Price Growth, While Pressure on the Consumer Side Persists
2 day ago /
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Author：小编
On September 30, TrendForce's latest memory industry research revealed that by the fourth quarter of 2026, DRAM manufacturers will continue to utilize advanced processes for producing high-performance products for server applications. The overall market will face a supply shortage, but the growth in contract prices will slow down, with general-purpose DRAM prices expected to increase by 10% to 15% month-over-month. The NAND Flash market will exhibit a dual-track development trend, with concurrent AI acceleration demand and sluggish consumer demand, yet prices will still rise accordingly, with overall contract prices projected to increase by 15% to 20% month-over-month.
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