Local media reported that Taiwan-based memory manufacturer Nanya Technology has recently notified customers of another increase in DRAM contract prices, with the maximum hike said to be as high as 20%.
Responding to the market speculation, Nanya said it would not comment on matters related to customer quotations.
The report added that industry participants believe the latest round of price increases could gradually pass through to the market and lift Nanya’s average selling price, or ASP, as well as its profitability.
TrendForce said the overall DRAM market is still expected to remain undersupplied in the fourth quarter of 2026, with conventional DRAM contract prices projected to rise 10% to 15% from the previous quarter. Consumer DRAM prices are also expected to keep moving higher because major suppliers have continued cutting output, leaving supply heavily dependent on manufacturers in Taiwan.
Demand from AI computing has continued to push up needs for server DRAM and high-bandwidth memory, or HBM. At the same time, advanced-process capacity has been tilted toward high-performance products, reducing supply flexibility for traditional DRAM.
Samsung, SK Hynix, and Micron have all recently been expanding or adjusting their DRAM, HBM, and packaging footprints. Micron’s CEO previously said that with demand continuing to grow and new capacity remaining limited, the company has not yet seen a clear inflection point for DRAM supply and demand to return to balance. The executive also said HBM demand growth is expected to continue outpacing traditional DRAM through 2028.