Mature-node DRAM momentum stays strong into 4Q26

Contract prices for memory continue to climb, and supply chain sources say niche memory built on mature processes will still see "steady price increases" in the fourth quarter of 2026. Dynamic random-access memory (DRAM), NOR flash, and single-level cell (SLC) NAND flash are expected to extend their gains, with some suppliers' quarterly revenue potentially rising 30% or more.