ADATA Sees DRAM and NAND Contract Prices Jumping Over 40% in 2Q26

According to DigiTimes, ADATA expects both DRAM and NAND flash contract prices to climb more than 40% in 2Q26. The memory module maker attributes the pressure to cloud server giants that have already secured 2027 output from upstream memory suppliers, leaving supply constrained. ADATA also reported inventory above NT$40 billion, or roughly US$1.3 billion, at the end of April and said it does not see demand risk through the end of 2026. For RamTrend, this is a direct pricing signal across both major memory categories and points to sustained tightness driven by AI and cloud infrastructure demand.