Trend Force reports that DRAM suppliers prioritize advanced-process capacity for high-performance server products in 4Q26, keeping the market undersupplied. Conventional DRAM contract prices are projected to rise 10-15% QoQ, though the pace of increases is expected to moderate. NAND Flash prices are projected to increase 15-20% QoQ due to accelerating AI demand, despite weak consumer demand.
PC DRAM inventories reflect higher component costs, weighing on end-market sales, but OEMs continue aggressive procurement amid expectations of tight supply in 2027. Server DRAM demand is rising as CSPs and server OEMs increase bit procurement for RDIMMs supporting agentic AI workloads, though supply remains constrained by packaging, testing, and front-end production flexibility. Mobile DRAM faces tight allocations as suppliers shift capacity to server products, maintaining upward price pressure despite moderating growth.
Graphics DRAM prices remain on an upward trajectory due to GDDR6 production scaling back and GDDR7 output limited by advanced-process allocation to server DRAM. Consumer DRAM sees incremental demand from SSD customers, but suppliers’ production cuts keep the market reliant on Taiwanese suppliers, sustaining slow price rises. Client SSD procurement is limited by existing inventories and reduced capacities in mainstream models, leading NAND Flash suppliers to adopt a more flexible pricing stance.
Source: TechPowerUp News · Summarized by HeadlinesBriefing