The AI boom is transforming the memory industry into one of the fastest-growing segments of the semiconductor sector.
Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher. Market intelligence provider TrendForce estimates that conventional DRAM contract prices climbed roughly 93%–98% in Q1 2026 and projects a 58%–63% increase in Q2. NAND flash prices are also expected to remain strong.
The price surges come as the global memory supply struggles to keep pace with demand. Some industry experts expect the memory shortage to last beyond 2030.
Source: Micron Technology
Micron Technology, Inc. (NASDAQ:MU) and SanDisk Corporation (NASDAQ:SNDK) have emerged as two of the biggest beneficiaries of the memory shortage.
#prices #dram #NASDAQ
Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher. Market intelligence provider TrendForce estimates that conventional DRAM contract prices climbed roughly 93%–98% in Q1 2026 and projects a 58%–63% increase in Q2. NAND flash prices are also expected to remain strong.
The price surges come as the global memory supply struggles to keep pace with demand. Some industry experts expect the memory shortage to last beyond 2030.
Source: Micron Technology
Micron Technology, Inc. (NASDAQ:MU) and SanDisk Corporation (NASDAQ:SNDK) have emerged as two of the biggest beneficiaries of the memory shortage.
#prices #dram #NASDAQ
3 months ago
