Strong AI demand is causing memory supply shortages. CB Research forecasts a 20% quarter-over-quarter increase in DRAM contract prices for Q4 2026.
TrendForce cites multiple reports estimating a roughly 20% quarter-over-quarter increase in DRAM contract prices for Q4 2026. While this growth rate is slowing compared to Q2 (around 80%) and Q3 (around 40%), the DRAM market remains at high price levels within a cycle of supply tightness and strong demand.
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