>> TrendForce: AI server demand underpins memory prices… Q3 DRAM +13 to 18%, NAND +10 to 15% QoQ increase expected


• According to TrendForce's latest memory price survey, the DRAM market in Q3 2026 is expected to continue experiencing severe supply shortages across the board. That said, softening demand in consumer applications and a high base effect will moderate the pace of the increase somewhat, with DRAM contract prices projected to rise +13 to 18% QoQ.
• For NAND Flash, AI inference demand and large scale data center buildouts continue to drive the bulk of demand. However, with contract prices already at record highs and consumer market demand slowing, customers' capacity to absorb further price increases has reached its limit. As a result, TrendForce forecasts NAND Flash contract prices to rise +10 to 15% QoQ, with the magnitude of the increase narrowing noticeably versus prior quarters.
DRAM-0.06%
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