AI server demand continues to support memory prices in 3Q26; consumer demand weakens and high base effects take hold

TrendForce’s latest memory pricing survey reveals that the DRAM market will remain extremely tight in the third quarter of 2026. However, weaker demand from consumer applications and the impact of a higher comparison base are expected to moderate contract price increases to 13–18% QoQ. Demand for NAND Flash will continue to be driven primarily by AI inference and large-scale data center deployments.