Woofun AI data shows that TrendForce predicts the DRAM market will endure a severe supply shortage during the third quarter of 2026. Although slowing consumer application demand and high base effects may slightly dampen price surges, DRAM contract prices are projected to rise by 13% to 18% quarter-over-quarter.

Regarding NAND Flash, AI inference requirements and large-scale data center construction continue to drive demand.

However, with contract prices at historical highs and consumer market growth decelerating, customer capacity to absorb further price hikes is limited. Consequently, NAND Flash contract prices are expected to increase by 10% to 15% quarter-over-quarter, marking a significant narrowing of the growth rate compared to recent quarters.