TrendForce says in its latest memory industry report that in Q4 2026 DRAM makers are allocating advanced-process capacity to high-performance server products, keeping the supply-demand balance tight though DRAM contract price momentum is slowing; Conventional DRAM contract prices are forecast to rise 10–15% QoQ. NAND Flash is bifurcated—AI-driven enterprise/server demand alongside weak consumer demand—but overall NAND contract prices are expected to climb 15–20% QoQ.