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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.
According to the latest research by global market intelligence firm TrendForce, global sales of new energy vehicles (NEVs)—including battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and hydrogen fuel cell vehicles—reached 3.94 million units in 1Q26, marking a 2% YoY decline. NEVs accounted for 19% of global car sales during the quarter. China’s NEV market underperformed, but Western Europe showed signs of recovery, and BEV sales in Japan and South Korea also recorded significant growth.
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.
