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Evertiq October 2, 2026 neutral

AI keeps memory prices climbing in Q4 as consumer demand weakens

AI / LLMMemorySupply ChainData Center
Contract prices for conventional DRAM are expected to rise by 10–15% QoQ in the fourth quarter of 2026, and NAND flash prices by 15–20%, according to TrendForce. AI servers continue to drive the market, while consumer electronics are increasingly struggling to absorb higher costs.
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