Storage manufacturer Nanya Technology raises DRAM contract prices again, with the maximum increase possibly reaching 20%.

Beating AI Express: According to Taiwanese media reports, Taiwan-based memory manufacturer Nanya Technology has recently notified customers one after another that it will raise DRAM contract prices again, with the maximum increase possibly reaching 20%. In response to relevant market rumors, Nanya stated that it would not comment on matters related to customer quotations. Industry insiders believe that the new round of price hikes is expected to gradually pass through to the market, boosting Nanya's average selling price (ASP) and profitability. TrendForce forecasts that the overall DRAM market will remain in undersupply in the fourth quarter of 2026, with contract prices for general-purpose DRAM rising by 10% to 15% quarter-on-quarter. Consumer-grade DRAM, due to continuous production cuts by major players and its high reliance on Taiwanese manufacturers for supply, will continue to see upward price momentum. Growing AI computing power demand is continuously boosting demand for server DRAM and HBM, while advanced process production capacity is shifting toward high-performance products, further compressing the supply elasticity of traditional DRAM. Samsung, SK Hynix, and Micron have all recently been expanding or adjusting their DRAM and HBM-related production capacity and packaging layouts. Micron's CEO previously stated that amid sustained demand growth and limited new production capacity, no clear inflection point for DRAM supply-demand balance has been observed yet, and he expects HBM demand growth to remain higher than that of traditional DRAM through 2028.