TrendForce expects further DRAM and NAND contract-price increases in Q4

TechPowerUp reports TrendForce's forecast for the fourth quarter of 2026. Conventional DRAM contract prices are projected to rise 10% to 15% from the prior quarter, while NAND flash contract prices are projected to increase 15% to 20%. The report attributes the DRAM outlook to suppliers prioritizing advanced capacity for high-performance server products. It describes NAND demand as split between faster-growing AI applications and weaker consumer demand, even as contract prices rise across segments. These are forecasts, not finalized transaction prices.