What is the projected DRAM contract price increase for Q1 2026?

Conventional DRAM contract prices are projected to increase by 90% to 95% in the first quarter of 2026.

Why are memory chip prices expected to surge?

Memory chip prices are expected to surge due to persistent demand from artificial intelligence and data centers, which is worsening the global supply and demand imbalance.

How has TrendForce's forecast changed?

TrendForce raised its forecast significantly, now expecting a 90-95% price jump for conventional DRAM in Q1 2026, up from their previous estimate of 55-60% growth.

Home / Business and Economy / AI Boom Sparks Massive Chip Price Surge

AI Boom Sparks Massive Chip Price Surge

2 Feb

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Summary

DRAM contract prices expected to jump 90-95% in Q1 2026.
Surge attributed to persistent artificial intelligence demand.
Market researcher TrendForce raised previous price forecasts significantly.

Market researcher TrendForce has revised its outlook, now projecting a significant jump in DRAM contract prices. Conventional DRAM contract prices are expected to surge by 90% to 95% in the first quarter of 2026, compared to the final quarter of 2025.

This substantial price increase is primarily fueled by the persistent demand stemming from the artificial intelligence boom and data center operations. Previously, TrendForce had anticipated a more modest 55% to 60% growth for DRAM prices in the same period.

The heightened demand from AI and data centers is exacerbating the global imbalance in memory supply and demand. This imbalance is significantly strengthening suppliers' ability to dictate higher prices for their products.

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