TrendForce’s latest memory-price survey says some chipmakers had already
reflected increases in their 2Q26 quotes, while several US cloud service
providers have signed multi-year LTAs that limit vendors’ ability to raise
prices for those accounts. TrendForce estimates Server DRAM contract prices will
rise 13–18% QoQ in Q3. Persistent supply tightness, however, could still prompt
suppliers to compete by lifting quotes further.