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Institution: In Q3, memory prices are supported by AI servers, but increased pressure from the consumer side is narrowing the price increase.

2026-07-03 05:00:46

Abstract generation in progress

Mars Finance News, July 3rd. According to the latest memory price survey by TrendForce, the overall DRAM landscape in the third quarter of 2026 continues to be extremely tight. However, due to a downward revision in consumer-grade application demand and the effect of a high base, contract price increases have narrowed, with an expected quarter-on-quarter increase of 13-18%. The main demand for NAND Flash remains supported by AI inference and large data center construction. However, as contract prices have reached historical highs, end customers in the consumer sector, facing slowing demand, have reached their limit in price tolerance. It is estimated that overall NAND Flash contract prices will increase by 10-15% quarter-on-quarter, significantly narrowing from previous quarters. (Wide Angle Observation)

DRAM-7.98%

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