TrendForce: RAM prices to see 'meaningful increases' in Q4 2026

TrendForce says DRAM contract pricing for Q4 2026 points to meaningful increases, driven by demand from US cloud service providers. A source at China's YMTC said the global memory shortage will last at least another three years, with the company already raising chip prices and shifting output to higher-margin products.

• TrendForce: DRAM supply is 'very tight' with meaningful Q4 2026 price hikes expected
• YMTC expects the global memory shortage to last at least three more years
• YMTC has raised chip prices and is shifting production to higher-margin products
• US cloud service providers are the main driver of rising demand