TrendForce raises its Q3 and Q4 DRAM contract price forecasts, benefiting Micron

Chainthink

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Summary

TrendForce raised its Q3 2026 PC DRAM price forecast to 15%-20%, up from 8%-13%. Q4 is now projected to see 3%-8% growth. Server DRAM is expected to rise 13%-18% due to strong demand and tight supply. This shift benefits Micron and reflects ongoing market imbalances. Traders monitoring altcoins to watch may note the ripple effects. Fear and Greed Index readings indicate cautious optimism in broader crypto sentiment.

ChainThink reports that, according to TrendForce, the expected quarter-over-quarter price increase for PC DRAM contracts in Q3 2026 has been raised from 8%–13% to 15%–20%, and for Q4 from 0%–5% to 3%–8%.

In terms of server DRAM, TrendForce expects contract prices to rise 13%–18% quarter-over-quarter in the third quarter of 2026, primarily driven by strong server demand and overall tight supply.

This upward revision in price expectations benefits DRAM manufacturers such as Micron and indicates that the supply-demand imbalance in the memory market continues to impact industry revenues.

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