TrendForce: DRAM Market to Continue Facing Severe Supply Shortage in Q3
BlockBeats News, July 3rd, the high-tech industry research firm TrendForce released the latest Memory Price Survey. The DRAM market in Q3 2026 is expected to continue facing a severe supply shortage. Despite this, slowing consumer application demand and the high base effect will slightly alleviate the price surge, with DRAM contract prices expected to increase by +13 to 18% QoQ.
As for NAND Flash, TrendForce believes that AI inference demand and the construction of large-scale data centers will continue to drive most of the demand. However, with contract prices already at a historical high and consumer market demand slowing down, customers' further capacity to absorb price increases has reached its limit.
Therefore, TrendForce predicts that NAND Flash contract prices will increase by +10 to 15% QoQ, with the rate of increase significantly narrowing compared to previous quarters.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
BoE’s Greene says it is appropriate to proactively tighten our monetary policy stance
CoreWeave plans to issue at least $4 billion in investment-grade loans, falling nearly 6% after hours
According to Bloomberg, CoreWeave is seeking to refinance at least 4 billion USD through an investment-grade loan, led by Morgan Stanley and Mitsubishi UFJ, with a syndication roadshow expected to start as soon as next week. This financing continues the structure of using Nvidia chips and customer contracts as collateral, with the yield on the issuance anticipated to be around 7% to 7.5%, much lower than its junk bond yield. Following the news, CoreWeave's shares fell nearly 5.8% after hours.
Outperformed the S&P by 19.2 percentage points in one month: Berkshire (BRK.B) achieves its highest monthly relative advantage since 2010, second only to the 2008 financial crisis
As the AI trading boom subsides and technology stocks waver, one of the market’s oldest “safe havens” has once again proven its value. Berkshire Hathaway (BRK.B) has just recorded one of its most notable relative gains in over a decade.
Hyperliquid's annualized priority fee revenue reaches $108 million
Crypto prices
More
