Institution: The effect of the NAND full product line chain price increase remains strong, and the overall contract prices are expected to increase by 70-75% quarter-over-quarter in Q2.

GateUser-bd883c58 · 2026-04-08T13:47:30+00:00

As DRAM manufacturers shift production capacity toward HBM and server applications, general-purpose DRAM prices are expected to rise by 58-63% in Q2 2026, despite the market facing shipment downgrade risks. Meanwhile, the NAND Flash market, driven by AI and data center demand, is projected to see overall contract prices increase by 70-75%.

GateUser-bd883c58

2026-04-08 13:47:30

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Ask AI · How does shifting DRAM capacity to HBM affect the pricing of ordinary memory through a ripple effect?

On March 31, according to TrendForce’s latest memory price survey, in the second quarter of 2026, despite the risk of revised-down shipments in the end-market, it is forecast that the overall contract price for general-purpose DRAM (Conventional DRAM) will still increase by 58–63% quarter-over-quarter. This is because DRAM manufacturers actively shift capacity to HBM and Server applications, and use a “catch-up” strategy to narrow the price gaps among different product types. The NAND Flash market continues to be driven by AI and data center demand; the effect of chained price increases across the entire product line remains unabated. It is expected that in the second quarter, the overall contract price will increase by 70–75% quarter-over-quarter.

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