[News] Taiwanese module maker Transcend Reportedly Sees 40–50% DDR5 Price surge in Q2

What happened

Transcend reports DDR5 contract prices up 40-50% QoQ in Q2, aligning with TrendForce's 58-63% projection, driven by severe supply constraints from major vendors. DDR4 and MLC NAND supply is tightening due to phase-outs, though Transcend secured final industrial MLC buys. 利多: Direct confirmation of significant Q2 price increases and persistent shortage across key memory segments.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce · 4/8/2026 · View original source