TrendForce Raises Q3 and Q4 DRAM Contract Price Expectations, Favoring Micron and Other DRAM Manufacturers

On June 30, high-tech industry research firm TrendForce raised its expectations for the quarter-over-quarter growth of PC DRAM contract prices in Q3 2026 from 8–13% to 15–20%, and for Q4 from 0–5% to 3–8%. Additionally, the contract prices for server DRAM are expected to increase by 13–18% in Q3, driven primarily by strong server demand and overall supply constraints. Analysts indicate that this price adjustment forecast is beneficial for DRAM manufacturers such as Micron, reflecting the ongoing supply-demand imbalance in the memory market that continues to impact industry revenues.
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