Memory chip prices are expected to rise by only 10% in the third quarter of this year, a slight increase compared to the previous quarter. TrendForce predicts that the average selling price (ASP) of DRAM will increase by 8 to 13 percent, with conventional DRAM prices expected to rise by 5 to 10 percent.
In the server DRAM category, prices are anticipated to increase by 8 to 13 percent in Q3, down from the 15 to 20 percent jump seen in Q2. Other DRAM categories are expected to see price increases of 3 to 8 percent, a decrease from the previous quarter.
The market for high bandwidth memory (HBM) is also expected to grow, reaching 6 percent penetration in Q3. The ASP of HBM DRAMs is set to rise by 8 to 13 percent.
For NAND flash memory, contract prices are estimated to increase by 5 to 10 percent in Q3, a slower rise compared to the previous quarter. Notably, price hikes for NAND flash memories used in client SSDs are expected to be more moderate at 8 to 13 percent, down from the 20 to 25 percent increase in Q2.
On the other hand, the demand for enterprise SSDs is rising due to increased investments in IT infrastructure, particularly for AI server deployments. As a result, the price increase for enterprise SSDs in Q3 is expected to be around 15 to 20 percent.
