2026-01-08 10:22:57

According to the latest market analysis by Trendforce, the pricing trend in the storage industry is experiencing a significant adjustment. Regarding the storage contract prices expected in the first quarter of 2026, the analysis机构 has substantially revised its previous forecast data. Specifically, the DRAM contract prices are expected to increase by 55% to 60%, while NAND flash contract prices are projected to rise by 33% to 38%.

How significant is this price increase pressure? The voices from the supply side reveal the clues. According to Korea Economic Daily, the two major storage chip giants, Samsung and SK Hynix, have already提出了涨价要求 to DRAM purchasers from server, PC, and smartphone manufacturers. Under their latest报价方案, DRAM prices in the first quarter of this year are expected to rise by 60% to 70% compared to the fourth quarter of last year.

From a data perspective, the price increase for DRAM is明显高于 NAND, reflecting differences in supply and demand conditions faced by different storage types. In any case, this round of price adjustments will trigger chain reactions across the entire产业链, especially impacting hardware production segments that are敏感 to cost structures.

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AlwaysMissingTops

· 01-11 09:33

60% to 70%？Samsung is really starving, now PC manufacturers are going to cry. Wait, with DRAM prices rising so sharply, are GPU prices also going to soar? Starting to stock up again, I knew it. NAND only increased by 33-38%? Compared to that, DRAM is basically a robbery; the supply chain needs to be reshuffled. Does this affect the mining card market? It feels like the entire chip industry is in chaos. Let's see how motherboard and RAM manufacturers respond; it seems like a price hike is coming in Q1 2026.

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WalletDoomsDay

· 01-11 01:14

Damn, DRAM is up 60-70%? Who can withstand that, even mining cards should be priced higher Samsung and SK Hynix are really daring to ask for higher prices this time, PC manufacturers must be crying in the toilet NAND only increased by 33-38%, the difference is quite large, could it be due to excessive inventory? Another wave of cost pressure is coming, graphics cards and mobile phone prices are likely to soar in the second half of the year This rhythm, it feels like the chip industry hasn't calmed down yet The cycle of chip price increases keeps repeating, and the retail investors are just destined to be cut Wait, DRAM has increased so much more than NAND, is there something behind this? When storage chips' prices rise, the entire supply chain really suffers, hardware enthusiasts will need to restock supplies again Samsung and SK Hynix are so confident now? Their industry position is indeed different Here we go again, the storage cycle will once again wash the wealth of the industry chain

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NotSatoshi

· 01-08 10:53

60-70%? The price increase is outrageous, chip manufacturers are really on fire. Samsung and SK Hynix's move is quite aggressive; hardware manufacturers are about to cry. DRAM is so strong, NAND is relatively okay? The supply side is really causing trouble. Now the cost of GPU mining rigs will soar again... wallets are going to be empty. Contract prices have doubled directly; how will downstream manufacturers absorb this? Is it time to raise prices again? Chip giants teaming up to raise prices—are they cutting the industry's leeks? Will the surge in DRAM prices really trigger a chain reaction in mobile phones and PCs? No wonder the market has been so strange lately. A 60% increase? Isn't this just cutting the leeks? Definitely a coordinated price hike. Is Samsung and SK Hynix really not afraid of anti-monopoly actions... this move is a bit crazy. Chip prices in Q1 this year are likely to hit a new all-time high. Who can save my wallet? No way, are we going to wait for prices to drop again? When prices rose so quickly before, it was always to cut the leeks.

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BlockDetective

· 01-08 10:50

This time DRAM is about to take off again, with a 60-70% surge directly taking off GPU miners are going to cry again, hardware costs are going to explode Samsung and SK Hynix are疯狂割韭菜啊哈哈 Wait, isn't this a sign of the next market wave? Rising storage chip prices usually mean... PC manufacturers are going to suffer heavy losses this time, it feels like laptop prices will go up, everyone The recent surge in DRAM is much more aggressive than NAND, it seems supply is really tight It's again Samsung and SK Hynix monopolizing pricing, these two guys call the shots Hardware prices in Q1 next year are probably going to be reshuffled again The chain reaction of storage price increases has just begun...

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BearWhisperGod

· 01-08 10:49

Chip manufacturers' recent price hike rhythm feels like a big chess move --- Here we go again, DRAM up 60%? Who can withstand this... --- Samsung and SK Hynix joint price increase, feels a bit excessive --- A 55 to 60% increase, I really can't hold on anymore --- DRAM's surge so much, downstream PC manufacturers must be crying --- Storage chips are back in play, is this a harvest for the leeks? --- Those who are optimistic or pessimistic need to step aside, giants say raise prices and they do --- Wait a minute, is this price increase real... it's a bit outrageous --- The supply chain is about to be turned upside down again --- DRAM rising so much more than NAND? That doesn't make sense --- I just want to ask, who will foot the bill for this wave of price hikes

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PumpAnalyst

· 01-08 10:49

Damn, DRAM is going to increase by 60-70%? These big players are really ruthless, hardware manufacturers are about to face a bloodbath. But speaking of which, this data looks a bit too neat, feels like another round of cutting the leeks. I see through Samsung and Hynix's move this time; they just want to pass all the costs downstream, a classic industry chain squeezing tactic. Wait, why is NAND's increase actually lower? That doesn't make sense, gotta see how the technical outlook develops. I just want to know how long this price hike can last, don't want it to drop back in the end—that would be awkward.

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