Lates News

According to the latest storage price survey by TrendForce, the overall DRAM market is expected to continue to be extremely tight in the third quarter of 2026, but due to downward adjustments in demand for consumer applications and the high base period, the contract price increase is expected to converge to a seasonally growth of 13-18%. The main demand for NAND Flash is still supported by AI reasoning and the construction of large data centers, but as contract prices have reached historical highs, consumer customers have reached their limit in terms of price tolerance in the case of a slowdown in demand. It is estimated that the overall contract price of NAND Flash will increase by 10-15% seasonally, significantly reducing compared to the previous few quarters.