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.

Key Highlights

• AI Momentum Persists: Driven by infrastructure expansion, server demand remains robust, with capacity shifted to high-performance products.
• Consumer Side Pressured: Escalating costs force brands to raise retail prices, dampening shipments and leading to conservative procurement.
• Decelerating Price Growth: With contract prices at historic highs and LTA constraints, price hikes across segments will noticeably narrow.
• Product Performance: Conventional DRAM, Server DRAM, and Enterprise SSD maintain double-digit growth, while Mobile and Wafer narrow to single digits.

Table of Contents

1. 3Q26 Price Forecast – AI Server Demand Sustains Contract Price Rally, but Consumer Sector Pressure and High Base Will Significantly Slow 3Q26 Gains
2. DRAM Prices Will Continue to Climb on Back of AI Server Demand in 3Q26, but Gains Will Moderate; Profit Margins Face Ongoing Squeeze in Consumer Segments
   • Price Projections on Different Categories of DRAM Products
3. Price Hikes on NAND Flash to Subside Sizably in 3Q26 as Order Pulls for Consumer Products become Sluggish with Arms Race of AI Establishment Supporting Demand Continuously
   • Price Projections on Different Categories of NAND Flash Products

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