AI Server Demand Sustains Memory Contract Price Increases in 4Q26, While Consumer-Side Pressure Persists
TrendForce's latest memory industry research reveals that DRAM suppliers continue to prioritize advanced-process capacity for high-performance server products in 4Q26, keeping the overall market undersupplied. However, the pace of contract price increases is expected to moderate, with conventional DRAM prices projected to rise 10-15% QoQ.
Meanwhile, the NAND Flash market is seeing a divergence between accelerating AI demand and weak consumer demand, although prices are still rising across segments. Overall NAND Flash contract prices are projected to increase 15-20% QoQ.
Meanwhile, the NAND Flash market is seeing a divergence between accelerating AI demand and weak consumer demand, although prices are still rising across segments. Overall NAND Flash contract prices are projected to increase 15-20% QoQ.


















































