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DRAM Prices Expected to Nearly Double in Q1

Summary by The Register
: NAND flash now expected to surge 55–60% compared to Q4

8 Articles

Since the beginning of the year 2026, the DRAM memory market has shown signs of tension of a rarely observed magnitude. In the space of a few weeks, DRAM contract prices for PCs and servers have started to fly away, systematically exceeding the most pessimistic forecasts. The latest contracts signed at the end of January [...] The DRAM memory will continue to jump to +110% in the first quarter of 2026 has appeared first on HardwareCooking.

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According to the latest TrendForce projections, which we do not at all want to know, the prices of DRAM and NAND Flash are expected to experience absolutely historic increases in the first quarter of 2026, driven by an ever stronger demand linked to AI and data centers. In detail, TrendForce reviews its forecasts very strongly upwards. For the classic DRAM, the increase in contract prices over a quarter would increase from +55 to +60% initially …

A real wave of shock is being prepared in the semiconductor market. While the industry thought it had a clear view of the price trajectory, new data are coming back to the cards and announcing a much more severe cost surge than expected.

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evertiq.com broke the news in on Monday, February 2, 2026.
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