NuAxiSemiconductor trade intelligence
DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight
What happened
TrendForce forecasts Q2 2026 contract price increases of 58-63% for DRAM and 70-75% for NAND Flash, following record Q1 jumps. The surge is driven by AI server demand, capacity reallocation to high-margin server products, and supply secured by cloud providers via long-term agreements. Bullish: Severe supply constraints and accelerating price growth signal sustained upward pressure on memory costs for traders and procurement.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
DRAMNAND Flash
price-hikeshortagecontract-pricesAI-demand
Source and time
Source: Tom's Hardware · 4/1/2026 · View original source
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