NuAxiSemiconductor trade intelligence
Memory giants like Samsung spark the surge, with Taiwan’s Nanya Tech reporting Q1 DRAM up ~50% and Q2 contracts set to leap.
What happened
Nanya Technology reports DRAM prices increased approximately 50% in Q1, with Q2 contracts set for another sharp jump. Tight supply conditions are expected to keep prices elevated through the second half of 2024. Bullish: Direct confirmation of significant, sequential price increases for DRAM contracts, indicating sustained supply constraints.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
Samsung ElectronicsNanya Technology
price-hikecontract-negotiationsupply-tightness
Source and time
Source: TrendForce Official (Market Data) · 3/4/2026 · View original source
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