TrendForce raises DRAM price forecast to over ninety percent for first quarter
Market researcher TrendForce significantly increased its price projections for conventional DRAM. Contract prices are now expected to surge by up to 95 percent.
洞察:
Market researcher TrendForce has sharply raised its chip price forecasts for the start of the year. The firm now expects conventional DRAM contract prices to jump by 90% to 95% during the January to March 2026 period compared to the final three months of 2025. This significant upward revision follows an earlier forecast where TrendForce previously estimated 55% to 60% price growth for dynamic random access memory for the first quarter.
The update comes as major industry participants including Samsung Electronics Co., Ltd. , SK hynix Inc. , and Micron Technology, Inc. operate within an increasingly constrained supply environment. According to figures reported by Reuters on 2 February 2026, TrendForce cited the ongoing artificial intelligence boom and persistent AI and data-center demands in 1Q26 as the primary drivers behind the revision. The market researcher noted that these factors are worsening the global memory supply and demand imbalance.
