Agency: Overall Upward Revision of First Quarter DRAM and NAND Flash Product Price Growth Rate

BlockBeats News, July 6th, according to the latest Storage Industry Survey by TrendForce, the first quarter of 2026 continues to see the global storage supply-demand imbalance intensify due to AI and data center demand, with OEMs maintaining strong pricing power. TrendForce has therefore substantially raised its first-quarter price projections for DRAM and NAND Flash products, estimating that the overall contract prices of Conventional DRAM will shift from an initial projection of 55-60% QoQ increase in January to a new forecast of 90-95% growth. The contract prices of NAND Flash will also be adjusted from a previously projected 33-38% QoQ increase to 55-60%, and further upward revisions are not out of the question.

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