NuAxiSemiconductor trade intelligence

Phison warns: RAM shortage could wipe out companies

What happened

TrendForce forecasts DRAM contract prices to surge 90-95% QoQ in Q1 2026, with NAND Flash up 55-60%, driven by AI data center demand. Micron is exiting its Crucial consumer business to reallocate supply to strategic data center customers. Bullish: Severe supply-demand imbalance and confirmed major price increases directly signal higher memory costs.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

DRAMNAND Flash

Micron Technology Samsung Electronics SK hynix

shortageprice-hikecapacity-reallocation

Source and time

Source: Evertiq · 2/23/2026 · View original source

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Phison warns: RAM shortage could wipe out companies

What happened

Impact and signal

Affected components and suppliers

Source and time

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