Institution: Storage prices in the third quarter were supported by AI servers, but increased pressure on the consumer end caused the rate of increase to converge.

On July 3rd, according to the latest storage price survey by TrendForce, the overall DRAM market in the third quarter of 2026 continues to be extremely tight, but due to downward adjustments in demand for consumer applications and the impact of a high base period, the increase in contract prices is converging, with an expected quarterly growth of 13-18%. The main demand for NAND Flash is still supported by AI inference and the construction of large data centers, but as contract prices have reached historical highs, consumer customers have reached their price tolerance limit in the situation of slowing demand. It is estimated that the overall NAND Flash contract price will increase by 10-15% in the quarter, a significant reduction in magnitude compared to previous quarters.