TrendForce forecasts that contract prices for PC DRAM will increase by 13% to 18% in the fourth quarter of 2026, compared with 18% to 23% in the preceding quarter. Memory manufacturers are prioritizing advanced nodes for servers and high-bandwidth memory driven by artificial intelligence, while consumer demand is weakening. Notebook shipments are projected to fall by approximately 14% to 15.8% in the third quarter of 2026 and decline further in the fourth quarter. However, manufacturers’ DRAM inventories have increased from six to nine weeks of supply to seven to ten weeks, slowing price increases for both PC DRAM and client SSDs. TrendForce also forecasts 10% to 15% growth in conventional DRAM prices and 15% to 20% growth in NAND Flash prices in the fourth quarter of 2026, along with a more than 20% year-over-year cut in PC DRAM output in 2027 to prioritize the server market.
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