TrendForce forecasts a structural memory price hike by 2026. Strong AI server demand and profit-first supplier strategies lead to capacity shifting towards high-margin applications, driving widespread DRAM and NAND Flash price increases, despite weak consumer demand.

Key Highlights

• TrendForce projects a structural memory price surge in 2026, driven by:
• AI Server Dominance: Robust AI server demand is the primary catalyst for price hikes across both DRAM and NAND Flash.
• Profit Prioritization: Suppliers strategically shift production capacity towards high-margin server applications, impacting other segments.
• DRAM Market: AI infrastructure expansion by CSPs creates supply shortages. Server DRAM receives preferential supply, forcing price increases in PC, mobile, and consumer DRAM applications.
• NAND Flash Market: Surging cloud computing and storage demand, coupled with traditional HDD capacity bottlenecks, drives strong enterprise SSD adoption. AI server and HDD replacement demand sustain price uptrends.
• Overall Dynamics: Despite weak consumer demand, strong enterprise AI requirements and resulting capacity reallocation will broadly elevate memory market prices.

Table of Contents

1. AI Server Demand Dominates; Memory Market Will See Structural Price Increase in 2026
2. Prices of DRAM Products for Various Applications Are Prone to Rise and Less Inclined to Drop as Suppliers Shift Production Capacity to High-Margin Server DRAM Products
   • DRAM Sufficiency Ratios and Price Projection
3. Sluggish Demand from Consumer Field in 2026 due to Ambiguous Global Economy and Inflation; AI Demand among Enterprises to Support Growth
   • NAND Flash Sufficiency Ratios and Price Projection

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