ADATA has warned that another DRAM and NAND price hike is expected in Q3 2026, further raising memory and storage prices.
Strong Demand From AI Pushes ADATA's Revenues To New Heights, But Alerts That More Memory "DRAM" & Storage "NAND" Price Hikes Are On The Way
Tech companies, including AMD, Lenovo, and Intel, and research analysts have all warned about imminent price increases across DRAM and NAND segments. The memory market is already facing significant shortages, and storage products have also seen prices inflate massively in a short period of time.
Now, ADATA, while reporting its latest revenue figures, has also warned of these price increases, which will hit DRAM and NAND segments by Q3 2026. As per the latest figures, ADATA saw a 13.2 percent increase versus the previous month and a 212 percent increase versus the previous year, with rising prices and increased demand being the main highlights of this record revenue figure.
ADATA Chairman Chen Li-bai stated that memory manufacturers have announced that DRAM contract prices will continue to rise by 20% to 30% in the third quarter, and NAND Flash prices will also increase by 35% to 40%, both maintaining an upward trend, which will continue to boost the company's operating momentum.
Talking to the media, ADATA's Chairman, Li-Pai Chen, stated that DRAM contract prices are expected to rise by 20-30% in the third quarter, affecting all memory products. At the same time, NAND or storage prices will also see a major hike of 35-40%. The upward trend for prices will continue for the foreseeable future, and ADATA expects its operating momentum to be significantly boosted by this.
As demand from the AI segment continues to grow, ADATA said that allocation towards memory capacity for general-purpose DRAM and consumer NAND Flash used in SSDs will continue to fall, further stressing the market, which is already going through its toughest phase. Both memory and SSDs will be even more limited next year.
ADATA also mentioned that it has signed long-term agreements and supply contracts with global suppliers to ensure a stable production capacity to meet the demand of its customers. ADATA, just like any memory and storage maker, requires DRAM and NAND chips from major firms such as SK Hynix, Micron, and Samsung to produce their respective products. These three firms are engaging in multiple LTA's and SCA's with their customers, with deals that these customers can't back out of.
Currently, memory prices are expected to increase by up to 50% in Q3 2026, with another 40% to follow in Q4 2026. These price increases are only for 2026, and shortages are expected to last till 2028, and even beyond if the AI consumption continues or in the case that the massive facilities that are being set up to increase production capacity don't become online by the expected time period.
About the author: A Software Engineer by training and a PC enthusiast by passion, Hassan Mujtaba serves as Wccftech's Senior Editor for hardware section. With years of experience in the industry, he specializes in deep-dive technical analysis of next-generation CPU and GPU architectures, motherboards, and cooling solutions. His work involves not only breaking news on upcoming technologies but also extensive hands-on reviews and benchmarking.
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