GigaDevice flags firmer niche memory pricing into 2026

DigiTimes reports that GigaDevice tied its first-quarter 2026 performance to limited availability and higher quotes across niche DRAM, NOR Flash and SLC NAND Flash. The demand support cited in the item comes from AI-related systems, servers and industrial applications. For RamTrend, the signal is most relevant to specialty memory rather than commodity PC DRAM. It still adds to the broader pattern of memory suppliers seeing better pricing power where supply is not expanding fast enough to meet infrastructure and industrial demand.