AI drives memory prices higher into late 2026
Strong demand for AI servers is keeping memory chip makers focused on advanced server-grade DRAM, and that's pushing up prices for both DRAM and NAND Flash through late 2026. TrendForce expects conventional DRAM contract prices to rise 10-15% and NAND Flash by 15-20% quarter-over-quarter. Meanwhile, consumer memory products and smartphones are facing higher parts costs but weaker demand. PC makers keep buying aggressively, anticipating tight supply in 2027.
- Server DRAM supply remains tight, pricing rises slower than before
- PC and mobile DRAM inventories reflect higher costs
- NAND Flash prices projected to climb more sharply
- AI drives GDDR7 (graphics memory) demand beyond PC market
- Suppliers shift capacity toward server and AI applications
Sources covering this
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