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Industry Insights Mar 17, 2026 14 min read

Memory Market Outlook: Price Cycles and Capital Trends Amid Supply-Demand Restructuring

Global memory prices are experiencing significant upward pressure in Q1 2026, with server DDR5 RDIMM contract prices rising 80%-95% QoQ and NAND flash following suit. This trend reflects a structural supply-demand rebalancing rather than short-term volatility.

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