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4Q26 Memory Price Forecast

Last Modified

2026-09-24

Update Frequency

Aperiodically

Format

PDF

CSP demand keeps 4Q26 DRAM and NAND prices rising, led by AI, while weak consumer demand narrows other gains.

Key Highlights

Supply Shift: Capacity favors server DRAM and HBM, squeezing consumer.
Server Demand: CSPs add RDIMM orders for agentic AI; LTAs cap hikes.
Consumer Strain: Cost pass-through cuts NB and phone shipments.
NAND Divergence: QLC enterprise SSD accelerates on KV cache; others lag.

Table of Contents

Rising AI Server Demand Will Sustain Contract Price Rally, but Margin-Related Pressures in Consumer Segments and a High Baseline Will Lead to Divergent Trends Across Applications
AI Server Demand Continues to Support 4Q26 DRAM Price Hikes, but Profit Margins in Consumer Segments Remain Squeezed
- Price Projections on Different Categories of DRAM Products
Hyperscalers Raise QLC Enterprise SSD Orders to Accommodate KV Cache; 4Q26 Contract Prices for Enterprise SSD Surge 23-28% QoQ Against Trend, Consumer Segments See Only Minimal Compensatory Increases, Overall NAND Flash Up 15-20% QoQ
- Price Projections on Different Categories of NAND Flash Products

<Total Pages: 12>

Price Projections on Different Categories of Products

Sector: Memory & Storage

Tag: DRAM NAND Flash Contract Price Inventory Pricing Trends Production Capacity Shipments Spot Price Supply & Demand Technology Roadmap Cost Analysis Industry Datasheet

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