Institution: AI server demand supports rising memory contract prices by Q2 2026; CSP locks in supply through long-term agreements

K-LinePoet · 2026-04-08T06:39:06+00:00

According to TrendForce's survey, the contract prices for general-type DRAM are expected to increase by 58-63% quarter-over-quarter in Q2 2026, while driven by AI and data center demand, NAND Flash contract prices are projected to rise by 70-75% quarter-over-quarter.

K-LinePoet

2026-04-08 06:39:06

Abstract generation in progress

According to TrendForce’s latest memory price survey by TrendForce (Gartner?), for the second quarter of 2026, even though the end-market faces downside risk to shipment forecasts, with DRAM manufacturers actively shifting capacity to HBM, focusing on server applications, and adopting a “catch-up” strategy to narrow the price differentials among various product categories, the forecast is still that the overall contract prices for general-purpose DRAM (Conventional DRAM) will rise 58–63% quarter over quarter. The NAND Flash market continues to be driven by AI and data center demand, and the effect of chained price increases across the full product lineup shows no signs of easing; it is expected that the overall contract prices in the second quarter will rise 70–75% quarter over quarter. (Sci-Tech Innovation Board Daily)

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