Trendforce sees chip prices surging 90-95% in Q1 from previous quarter

Market researcher TrendForce said on Monday ⁠that it has raised its chip price ‌forecasts and expects ‌conventional DRAM contract prices ‌to jump by 90% to 95% in the January to March period of this year, from the final three ‌months ‍of 2025, citing ‍the artificial intelligence boom.

It previously ‌estimated 55% to 60% price growth for dynamic random access memory for the first quarter.

"Persistent ‍AI and data center demands ‍in 1Q26 ⁠are ⁠further worsening the global memory supply and demand imbalance, thereby increasing suppliers' pricing power," TrendForce said in a statement.