Core Viewpoint - 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] Group 1: DRAM Market - TrendForce has revised its forecast for the price increase of Conventional DRAM contracts from an initial estimate of 55%-60% to a new range of 90%-95% for Q1 [1] - The upward revision indicates a significant strengthening of the DRAM market driven by heightened demand [1] Group 2: NAND Flash Market - The forecast for NAND Flash contract prices has been adjusted from a previous estimate of 33%-38% to a new range of 55%-60% for Q1 [1] - There is potential for further upward adjustments in NAND Flash pricing as demand continues to rise [1]
集邦咨询：预估2026年第一季度存储器价格全面上涨
Jing Ji Guan Cha Wang·2026-02-02 09:31