Overview
- TrendForce now projects DRAM contract pricing to jump roughly 90–95 percent quarter over quarter in Q1 2026, with NAND expected to rise 55–60 percent.
- A report via DRAMeXchange, cited by Wccftech, says Micron proposed a 115–125 percent increase versus Q4 2025 contract levels.
- Most long-term agreements being signed this quarter are centered on server DRAM, and DRAMeXchange characterizes the market as favoring sellers with limited buyer leverage.
- Hyperscaler demand tied to AI training and inference is accelerating enterprise SSD orders and pushing overall memory supply to its limits.
- Micron indicates new fab output will not materially arrive until 2028, which could push system prices higher as OEM inventories run down and restocking begins.