AI Server Demand Sustains Memory Contract Price Increases in 4Q26, While Consumer-Side Pressure Persists
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10 Articles
(Seoul = Yonhap News) Reporter Kang Tae-woo = Memory prices are expected to remain strong in the fourth quarter of this year, driven by demand for artificial intelligence (AI) servers.
AI servers put pressure on DRAM and NAND Flash memory: prices can rise by up to 20% in the fourth quarter of 2026.
Are you waiting for RAM to drop and return to the levels of a few years ago? You might not be able to wait. Experts point out that even if the AI bubble bursts, another one is already emerging, one that will take over all demand.
AI keeps memory prices climbing in Q4 as consumer demand weakens
Contract prices for conventional DRAM are expected to rise by 10–15% QoQ in the fourth quarter of 2026, and NAND flash prices by 15–20%, according to TrendForce. AI servers continue to drive the market, while consumer electronics are increasingly struggling to absorb higher costs.
The RAM crisis has caused prices to explode. Cause: artificial intelligence. However, one cause can hide another, humanoid robots could in turn increase the pressure on manufacturers and maintain long-lasting high tariffs.
Clearly, we know that there is no lull in the memory market. And according to TrendForce's latest forecasts, DRAM and NAND Flash's contract prices are expected to rise again in the fourth quarter of 2026, with increases of up to 20% in some cases. A trend that directly affects the PC market, as we are talking about both the memory used for our RAM bars and the NAND in our SSD. Up to 20% increase for DRAM In detail, TrendForce anticipates an incr…
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