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TrendForce’s latest survey reveals that the memory industry experienced a significant boost in 1Q26 due to rapidly rising contract prices for conventional DRAM, which increased by approximately 93% to 98% QoQ. This surge contributed to an overall industry revenue increase of 81% QoQ, reaching $97 billion.
The shift in AI development from large-scale model training toward inference-centric Agentic AI applications is driving a structural expansion in memory demand, according to TrendForce's latest findings on the memory industry. With the resulting supply deficit unlikely to be resolved in the short term, prices are set to rise further.
Micron has announced that its Fab 6 facility in Virginia, USA, has begun production of LPDDR4 and DDR4 DRAM using the 1α nm process. The LPDDR4 and DDR4 products manufactured at this fab will be shipped to clients in key application segments such as automotive electronics, industrial equipment, networking, medical devices, and defense and aerospace hardware. According to TrendForce’s latest memory industry research, the expansion at Fab 6 mainly reflects Micron’s internal production capacity reallocation and does not indicate a renewed focus on supplying DDR4 components for consumer electronics.
According to TrendForce’s latest survey of the NAND Flash industry, CSPs worldwide experienced an exponential surge in demand for enterprise SSDs in 1Q26 due to the need for high-speed data transmission and the massive data storage capacities required to build out AI server infrastructure. Additionally, a persistent structural shortage of traditional HDDs has led a significant volume of storage-related orders to shift toward QLC enterprise SSDs. Amidst this soaring demand and constrained supply, NAND Flash suppliers’ ASPs broadly exceeded expectations. Hence, the combined revenue of the world’s top five NAND Flash suppliers jumped 83.7% QoQ, surpassing US$38.9 billion.
According to the latest AI sector research by global market intelligence firm TrendForce, the top five North American cloud service providers (CSPs) will significantly increase their procurement of rack-scale AI servers in 2026 to expand the deployment of AI training and inference models. These five companies are expected to account for over 60% of global demand for NVIDIA’s GB and VR series servers this year. Moreover, TrendForce estimates that this aggressive infrastructure expansion will boost their combined AI training computing power by more than 56% YoY, while driving a massive YoY surge of approximately 122% in their combined AI inference computing power.
