1Q26 Memory Price Forecast

Last Modified

2025-12-30

Update Frequency

Aperiodically

Format

PDF

AI demand drives a 1Q26 seller's market. Capacity shifts to servers cause shortages. DRAM and NAND Flash prices rise broadly despite weak consumer demand.

Key Highlights

AI-Driven Market: AI server demand creates a seller's market, shifting capacity to high-margin server and HBM products.
Structural Shortage: Shortages plague DRAM and NAND. Consumer sectors face forced price hikes due to supply displacement despite weak demand.
Price Uptrend: Manufacturers prioritize upgrades over expansion. Tight supply drives comprehensive contract price increases across all applications.

1Q26 Price Forecast – Memory Industry Enters Seller’s Market, and Memory Prices Will Keep Rising as Suppliers Allocate More Resources Towards Server Segment
Upward DRAM Price Pressure Will Spread to All Other Applications in 1Q26 as Strong AI Server Demand Strains Resource Allocation Among Different Categories of Memory Products
- Price Projections on Different Categories of DRAM Products
Premium Effect to Further Increase Prices for 1Q26 as Supply Void of NAND Flash Induced by Incessantly Amplifying Demand from AI Inference and Data Centers
- Price Projections of Different Categories of NAND Flash Products

Price Projections for Different Categories of DRAM/ NAND Flash Products