NuAxiSemiconductor trade intelligence
DRAM Price Rally Pauses in March, Seen Resuming in Second Quarter
What happened
PC DRAM contract prices paused in March at $13 for 8Gb DDR4 after 11 months of growth, but Samsung Electronics has issued Q2 quotations with upward adjustment clauses, leading TrendForce to raise its Q2 PC DRAM price forecast to a 40-45% increase. Meanwhile, 128Gb MLC NAND flash prices surged 33.95% MoM to $17.73 due to supply shortages as production shifts to 3D NAND. Bullish: Direct, specific price forecasts for Q2 across key memory components signal strong upward pressure.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
DDR4DDR5MLC NAND Flash
price-hikecontract-pricingshortage
Source and time
Source: The Elec · 3/31/2026 · View original source
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