Core Insights - The demand for AI and data centers is expected to exacerbate the global imbalance in memory supply and demand in Q1 2026, leading to increased pricing power for manufacturers [1] - TrendForce has revised its price forecasts for DRAM and NAND Flash products, indicating significant price increases for both categories in the upcoming quarter [1] DRAM Price Forecast - Conventional DRAM contract prices are projected to increase by 90-95% in Q1 2026, up from an earlier estimate of 55-60% [2] - Server DRAM prices are expected to rise by 88-93%, while PC DRAM prices are anticipated to exceed a 100% increase, marking a historical high [2][3] NAND Flash Price Forecast - NAND Flash contract prices are revised to increase by 55-60% in Q1 2026, up from a previous estimate of 33-38% [1][2] - The supply of NAND Flash is constrained as manufacturers shift some production capacity to DRAM, limiting new capacity additions [3] Market Dynamics - The Server DRAM market is characterized by intense competition among North American and Chinese cloud service providers, driving prices to record highs [3] - The Mobile DRAM market is also experiencing significant price increases, with LPDDR4X and LPDDR5X contract prices expected to rise by approximately 90% [3] Enterprise SSD Demand - The demand for high-performance storage devices, particularly Enterprise SSDs, has surged due to the expansion of inference AI applications, leading to a projected price increase of 53-58% in Q1 2026 [4]
TrendForce：供需失衡持续加剧 预计2026年第一季存储器各产品价格大幅上涨
Zhi Tong Cai Jing·2026-02-02 09:27