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Driven by AI infrastructure, server storage demand surges, prompting manufacturers to shift capacity and advanced nodes. Conversely, consumer electronics languish due to high costs, inflation, and supply squeeze. Contract price growth slows markedly amid buyer resistance, while spot markets weaken, leading to a polarized market entering a plateau.
As memory giants realign capacity toward high-value advanced processes, mature node capacity faces severe compression. This structural shift has caused severe shortages in legacy chips, compelling industrial and automotive customers to adopt SLC as an alternative amid critical MLC deficits. Under the twin pressures of demand spillover and supply disruptions, SLC prices are expected to witness an explosive, structural rally in 2H, shifting the market dynamics from shipment-driven to price-driven.
Manufacturers prioritize high-margin sectors, facing buyer resistance in consumer markets due to cost ceilings, which plateaus 3Q26 contract prices and weakens spot markets. However, a major tech earnings surge highlights that infrastructure demands will outpace supply long-term. Advanced architectures and strategic long-term customer agreements are restructuring the industry, shifting memory from a volatile cyclical commodity into a highly predictable, high-profit business driven by structural technology needs.
Driven by AI server demand, 3Q26 memory contract prices continue to rise. However, due to high baselines and consumer cost limits, overall price growth will decelerate.
This report leverages TrendForce’s expertise in the memory industry, as well as extends its in-depth research and analysis on the automotive sector
Contract prices have peaked at historic highs, severely compressing margins for downstream module makers. Coupled with weak end-market demand, buyers are strongly resisting higher quotes and adopting defensive procurement strategies. Consequently, market growth has stalled, shifting into a high-price, low-volume consolidation phase. Although certain scarce products experience minor supply-driven gains, mainstream high-capacity products remain stagnant with limited near-term upside potential.
Driven by AI, automotive, and networking demands, the flash memory market faces structural shortages. Manufacturers shifting capacity to advanced nodes stalls mature output, pushing contract prices toward historic highs amid worsening supply deficits.
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscaler Servers in Memory Consumption.
For the price chart of global end prices of SSD, TrendForce segments product categories in accordance with capacity (from 120GB to 2048GB and above) and user interface (SATA3, PCIe 3.0/4.0/5.0).
2Q26 smartphone memory price negotiations have once again resulted in substantial price hikes. Multiple consecutive quarters of steep increases have left brands unable to absorb the costs, weighing on end-device production. As a result, 3Q26 is expected to see a muted peak season. On the spot market, elevated costs, buyer hesitation, and price expectation gaps have led to a sharp decline in transaction volumes. Brands have also slowed their procurement strategies to maintain cash flow stability.
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