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  3. PC DRAM Contract Pricing Approaches 100% QoQ Surge

PC DRAM Contract Pricing Approaches 100% QoQ Surge

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  • jimbsr@mastodon.socialJ This user is from outside of this forum
    jimbsr@mastodon.socialJ This user is from outside of this forum
    jimbsr@mastodon.social
    wrote last edited by
    #1

    PC DRAM Contract Pricing Approaches 100% QoQ Surge

    TrendForce’s latest forecast signals a structural price shock across the memory and storage stack. Contract pricing for PC DRAM is projected to exceed 100% QoQ, while conventional DRAM, server DRAM, NAND, and enterprise SSDs are all seeing double-digit to near-triple-digit increases...

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    TrendForce 2026 Update: PC DRAM Prices to Double as HBM4 Shipments Begin

    TrendForce warns 2026 memory prices could double as HBM4 production for AI cannibalizes supply. See the latest Q1 forecast for DRAM, NAND, and enterprise SSDs.DRAM and NAND prices are surging in Q1 2026 as AI infrastructure demand drives a historic memory supercycle. Analyze HBM4 impact, hyperscaler capex, and strategic enterprise implications.

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    #PCDRAM #DRAM #MemoryMarket #HBM #AIInfrastructure #ServerMemory #DataCenter #Semiconductor #tech #Samsung #Micron #SKHynix

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