TrendForce's latest memory pricing survey reveals that the DRAM market will remain extremely tight in the third quarter of 2026. However, weaker demand from consumer applications and the impact of a higher comparison base are expected to moderate contract price increases to 13-18% QoQ.
Demand for NAND Flash will continue to be driven primarily by AI inference and large-scale data center deployments. Yet, with contract prices already at record highs and consumer demand slowing, price tolerance among consumer customers has reached its limit. As a result, NAND Flash contract prices are projected to increase by 10-15% QoQ—a noticeably slower pace than in previous quarters.
source & further reading
techpowerup.com — original article
(PR) GMKtec Launches EVO-X3 AI Workstation with AMD Ryzen AI Max+ 395
(PR) Kioxia Commences Sample Shipments of 10th-Generation BiCS FLASH Devices
Samsung and SK hynix to Expand Semiconductor Capacity with $870 Billion Plan