DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight
DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight
Conventional DRAM contract prices will rise 58% to 63% quarter-over-quarter in Q2 2026, while NAND Flash contract prices will jump 70% to 75% QoQ, according to TrendForce's latest memory pricing survey. The increases follow a Q1 that saw DRAM contracts climb by a record 90% to 95% QoQ, meaning the rate of DRAM price growth has slowed somewhat, even as NAND Flash prices have accelerated sharply from the prior quarter's circa 60% increase.
Unfortunately, the underlying issue of DRAM suppliers reallocating capacity towards AI-related applications still exists, and NAND production is increasingly being directed toward enterprise SSDs. Cloud service providers are also securing the bulk of available supply through long-term agreements, and meaningful capacity expansion is not expected until late 2027 at the earliest.
The server segment is driving demand in this market, with North American cloud providers ramping AI inference infrastructure and buying up high-capacity RDIMMs in volume, TrendForce said. Meanwhile, memory makers — drawn by better margins on server products — are locking in multi-quarter supply deals with their largest customers to underwrite future capacity builds.
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