May 6
Memory and Flash Prices Are Not Coming Down
Conventional DRAM contract prices rose 90 to 95 percent quarter-over-quarter in Q1 2026, and TrendForce projects another 58 to 63 percent on top in Q2. The memory market broke in 2025, and the assumption that prices will normalize on the usual cycle is wrong. DRAM and NAND flash are not in a temporary shortage. They are in a structural reallocation that will hold prices elevated through 2027 and…