Informatics
Memory prices to keep rising in Q3 2026, but growth pace to slow
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Key points (reviewing AI explanation)
Memory prices continue to rise on AI demand, but growth rate set to moderate somewhat
Explanation
On July 7, 2026, research firm TrendForce released its price forecast for DRAM and NAND flash memory, the storage devices used in PCs, smartphones, and AI servers. According to the forecast, third-quarter 2026 contract prices are expected to rise 13-18% quarter-on-quarter for DRAM and 10-15% for NAND, a somewhat more moderate pace than the previous sharp surge. Even so, the main reason prices keep rising is extremely strong demand for AI servers, as memory makers prioritize the more profitable AI-related production, squeezing the supply of general-purpose memory for PCs and smartphones. The effects of the AI boom are gradually reaching the prices of the PCs and game consoles we use every day.
Source: eetimes.itmedia.co.jp