Feb. 5 at 11:21 AM
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TrendForce's most recent updates on memory prices, as of early February 2026, indicate a sharp upward revision in forecasts for Q1 2026 (January–March), driven by persistent AI and data center demand causing severe supply shortages and imbalances.
On February 2, 2026, TrendForce announced a significant upgrade to its outlook:
Conventional DRAM contract prices are now expected to rise 90–95% quarter-over-quarter (QoQ) in 1Q26, up from their prior estimate of 55–60%. This marks record-high increases across categories.
PC DRAM prices are projected to at least double (over 100% QoQ in some segments).
Server DRAM, LPDDR (for mobiles/notebooks), and other categories see similar steep hikes around 90%.
NAND Flash contract prices have been revised upward to 55–60% QoQ, from the earlier 33–38% estimate. Enterprise SSD prices are forecasted at 53–58% QoQ, with potential for further adjustments.
