TREE NEWS reports: TrendForce’s latest memory industry research forecasts Q4 2026 conventional DRAM contract prices will rise 10%-15% quarter-on-quarter, with NAND Flash contract prices up 15%-20%. DRAM makers continue to allocate advanced process capacity to high-performance server products, keeping the market in a supply-demand deficit even as the pace of contract price increases slows. NAND Flash is developing on two tracks, with AI acceleration and weak consumer demand both driving prices higher.
TrendForce: AI Server Demand to Lift Q4 Memory Contract Prices 10-20%
AI take
The headline number understates the structural shift: this is capacity being reallocated toward AI server memory rather than a broad demand recovery, which is why conventional DRAM stays in deficit even as the rate of increase moderates. The NAND detail is the more telling signal — prices rising on AI acceleration alongside weak consumer demand means the consumer side is being pulled up by supply diversion, not by its own strength. Whether that bifurcation persists, or consumer weakness eventually forces a correction in the AI-driven leg, is the open question for anyone tracking memory-linked RWA and hardware exposure.
Generated by AI for reference only.
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