TrendForce (US and Taiwan, China): AI Server Demand Drives Significant Surge in Memory Contract Prices for Q2 2026

en.Wedoany.com Reported - According to the latest memory pricing survey from TrendForce, persistent strong demand for AI servers is expected to drive a significant increase in memory contract prices in the second quarter of 2026. DRAM suppliers are reallocating production capacity to HBM and server applications, with traditional DRAM contract prices forecasted to rise by 58-63% quarter-on-quarter. Concurrently, the NAND Flash market is also being driven by demand from AI and data centers, with contract prices projected to increase by 70-75% quarter-on-quarter.

Within the DRAM segment, North American warehousing service providers are accelerating AI inference deployments, boosting demand for both AI and general-purpose servers, making high-capacity RDIMMs a primary procurement target. Suppliers are prioritizing server DRAM and negotiating long-term agreements with key customers to support capacity expansion, although recent supply remains tight. The PC and smartphone sectors face pressure from rising memory costs, which may lead to adjustments in production plans. However, mobile DRAM demand is not expected to contract significantly in the first half of the year, and prices are set to continue rising. Graphics DRAM and consumer-grade DRAM prices are also forecasted to increase further due to supply constraints and cost factors.

In the NAND Flash sector, AI server demand remains robust, while PC and smartphone manufacturers are forced to reduce product capacities to curb demand. The large-scale adoption of generative AI is driving growth in demand for high-performance SSDs, with enterprise SSD orders showing no signs of slowing down. A notable shortage is anticipated in 2026, with capacity expansion potentially not materializing until late 2027 or 2028. Cloud service providers are willing to accept higher prices and sign long-term agreements to ensure stable supply, strengthening suppliers' pricing power. The eMMC/UFS and wafer markets are also expected to see sharp price increases in the second quarter due to tight supply.

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