The memory chip market is booming: DRAM/NAND contract prices rise for three consecutive quarters, industry cycle reversal confirmed
Summary In Q3 2026, memory chip contract price increases exceeded expectations, with DRAM up 8% QoQ and NAND up 10% QoQ. Industry supply-demand structure improved, inventories normalized. Analysts are optimistic about the peak demand season in H2, as the memory chip cycle officially enters an upswing, with strong performance from related stocks.
In Q3 2026, memory chip contract price increases exceeded expectations, with DRAM up 8% QoQ and NAND up 10% QoQ. Industry supply-demand structure improved, inventories normalized. Analysts are optimistic about the peak demand season in H2, as the memory chip cycle officially enters an upswing, with strong performance from related stocks.