DRAM prices rose 15% in Q1; NAND Flash supply and demand tighten

DRAM market

Driven by surging AI server demand for HBM, DRAM production is shifting toward high-value products. Standard DRAM supply is tightening, pushing prices higher.

NAND Flash

The impact of original manufacturer production cuts is becoming evident, improving the NAND Flash supply-demand balance. Prices in Q1 2026 rose by 8% quarter-over-quarter.

Market Outlook

The memory market is projected to grow throughout 2026, with prices remaining stable and gradually increasing.