Devices · 1h ago
Memory price rally slows as PC, phone makers balk at costs
TrendForce reports DRAM and NAND prices will keep rising through Q3 2026, but the pace is decelerating as PC and smartphone manufacturers hit affordability limits. AI demand continues to drive gains, though at a slower rate. The cooling suggests consumer resistance is tempering the market's upward trajectory.
Meridian48 take
The slowdown signals that even AI-fueled demand has limits when end-product makers can't pass costs to consumers, potentially reshaping memory pricing dynamics.
Read the full reporting
Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026 →
Tom's Hardware
memory-pricesai-demand