Memory Makers Shift to Servers, Broad Price Hikes Expected in 1Q26

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Memory makers prioritize server demand, tightening supply and lifting DRAM and NAND prices across the board in 1Q26.

Quick Report

Leading memory manufacturers are reallocating capacity toward server applications, tightening supply for client segments and pushing prices higher across DRAM and NAND in 1Q26. Analysts expect broad increases as hyperscaler demand remains strong while inventories normalize on the client side.

Vendors are signaling preference for higher-margin server products, which could lift contract and spot prices in the near term. Client OEMs may face higher BOM costs, while data center buyers should prepare for firmer pricing and longer lead times.

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Source(s)

  • TPU