Trend Force's latest memory pricing survey indicates the DRAM market will remain extremely tight in the third quarter of 2026. However, weaker demand from consumer applications and high comparison base effects are moderating contract price increases to 13-18% QoQ. DRAM prices face upward pressure despite softening consumer demand, while NAND Flash contract prices are projected to rise 10-15% QoQ. AI inference and large-scale data center deployments continue driving NAND demand, though consumer price tolerance has reached its limit.

Server DRAM remains undersupplied as NVIDIA's RTX PRO 6000 Blackwell fails to generate anticipated GDDR7 demand. General-purpose servers based on x86 CPUs and RDIMM configurations dominate Agentic AI workloads, with shipments expected robust through 2027. PC OEMs maintain procurement through inventory replenishment, but retail notebook prices are rising as higher-cost components flow through inventories. Memory suppliers prioritize server applications in capacity allocation, reducing PC DRAM supply.

Graphics DRAM faces mixed signals as RTX PRO 6000 Blackwell underperforms, while weaker notebook shipments reduce GDDR6 and GDDR7 demand. Consumer electronics including televisions and set-top boxes show weak demand, though automotive and networking equipment perform relatively well. In client SSDs, elevated OEM inventories have reduced buyer willingness to accept price increases, leading to more flexible supplier pricing strategies and prolonged negotiations that moderate contract price gains.