Consumer DRAM shortages extend to DDR2 products with contract prices expected to continue rising in 3Q26
AI Summary
TrendForce’s latest research reveals that structural tightening in mature-node DRAM supply is forcing consumer DRAM buyers to adopt legacy memory products to secure larger supply allocations. This has triggered a new wave of demand for procuring older-generation DRAM components, driving continued price momentum across legacy products such as DDR2 and DDR3. Following strong gains in 1Q26, TrendForce estimates DDR2 contract prices will rise by approximately 55-60% in 2Q26, followed by a further 35
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