DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight

DRAM prices are expected to increase by 58% to 63% in Q2, while NAND Flash prices are predicted to jump by 70% to 75%, following significant hikes in Q1. The surge in prices is attributed to DRAM suppliers focusing on AI-related applications and NAND production being directed towards enterprise SSDs. The demand for AI servers is keeping the supply tight, with cloud providers securing most of the available supply through long-term agreements. Despite a slowdown in PC DRAM demand, prices remain high due to limited supply from suppliers and module makers.