India, Jan. 8 -- TrendForce's latest investigations indicate that DRAM suppliers in 1Q26 will continue to reallocate advanced process nodes and new capacity toward server and HBM products to support rising AI server demand. This shift has significantly limited supply in other markets, causing conventional DRAM contract prices to increase by about 55-60% QoQ. Meanwhile, disciplined capacity management by NAND Flash suppliers, along with robust server demand that is displacing other applications, is likely to increase contract prices across all NAND Flash product categories by 33-38%.

Despite weaker notebook shipments and slower growth in memory demand due to potential specification downgrades, PC DRAM prices are still set to rise sharply ...