Nanya Technology declines to comment; market rumors say DRAM contract prices may rise again 20%

AT A GLANCE

Taiwanese media say Nanya Technology plans to raise DRAM contract prices again, with the maximum potentially reaching 20%, but Nanya Technology did not confirm it.

Article

Memory manufacturer Nanya Technology raises DRAM contract prices again, with the maximum increase potentially reaching 20%Beating Flash News,AI According to Taiwanese media reports, Taiwan-based memory manufacturer Nanya Technology has recently notified customers in succession that it will raise DRAM contract prices again, with the maximum increase potentially reaching 20%. Regarding the relevant market rumors, Nanya Technology responded that it would not comment on matters related to customer quotations. Industry sources believe that the new round of price increases may gradually be passed through to the market, lifting Nanya Technology's average selling price (ASP) and profitability.

TrendForce forecasts that in the 2026 fourth quarter of DRAM, overall supply will remain below demand, while standard DRAM contract prices will rise quarter over quarter by 10%to 15%; consumer-grade DRAM prices will continue rising because major manufacturers are continuing production cuts and supply is highly dependent on Taiwan-based manufacturers.AI Growing demand for computing power is continuing to drive demand for server DRAM and HBM, while advanced-process capacity is being tilted toward high-performance products, further constraining the supply flexibility of conventional DRAM. Samsung,SK SK hynix, and Micron have all recently expanded or adjusted DRAM、HBM-related capacity and packaging plans.

Micron CEO previously stated that, amid continued demand growth and limited new capacity, it has not yet seen DRAM a clear inflection point for supply and demand to return to balance, and expects HBM demand growth to continue outpacing conventional DRAM through 2028.

Original link https://m.theblockbeats.info/flash/370512

Key points

According to Taiwanese media reports, Nanya Technology has recently notified customers in succession that it will raise DRAM contract prices again, with the maximum increase potentially reaching 20%。
Nanya Technology responded that it would not comment on matters related to customer quotations.
Industry sources believe that the new round of price increases may gradually be passed through to the market, lifting Nanya Technology's average selling price and profitability.
TrendForce forecasts that in the 2026 fourth quarter of DRAM, overall supply will remain below demand, while standard DRAM contract prices will rise quarter over quarter by 10%to 15%。
TrendForce states that consumer-grade DRAM prices will continue rising because major manufacturers are continuing production cuts and supply is highly dependent on Taiwan-based manufacturers.
The original report states that AI growing demand for computing power is driving demand for server DRAM and HBM, while advanced-process capacity is being tilted toward high-performance products, further constraining the supply flexibility of conventional DRAM.
The original report states that Samsung,SK SK hynix, and Micron have all recently expanded or adjusted DRAM、HBM-related capacity and packaging plans.
Micron CEO previously stated that it has not yet seen DRAM a clear inflection point for supply and demand to return to balance, and expects HBM demand growth to continue outpacing conventional DRAM through 2028.

AI-assisted interpretation

The following is analysis, separate from reported facts. Verify important claims independently.

DRAM is a type of memory used in devices and servers. The “contract price” cited in the report is the purchase price agreed between a manufacturer and its customers; if prices actually rise, Nanya Technology's average selling price and profitability may be lifted. However, Nanya Technology only stated that it would not comment on customer quotations and did not confirm whether prices would rise or the specific magnitude.

Why it matters to readers

The report also noted DRAM supply shortages,AI growing demand for computing power driving demand for server DRAM and HBM, and constrained supply flexibility for conventional DRAM. Subsequent changes in contract prices may affect Nanya Technology's average selling price and profitability, as well as market assessments of supply and demand in the memory industry.

Beginners should distinguish confirmed facts from market rumors: the maximum 20%increase comes from media reports and has not been confirmed by Nanya Technology. Continue to monitor whether the company responds formally, as well as DRAM actual contract prices and supply-demand data.

Risks and unknowns

Whether Nanya Technology has actually implemented a price increase has not been confirmed by the company.
The maximum 20%increase, the scope of customers covered, and the duration are all unclear.
TrendForce's content on 2026 fourth-quarter prices and supply and demand is a forecast, not an outcome that has already occurred.

Nanya Technology declines to comment; market rumors say DRAM contract prices may rise again 20%

Article

AI-assisted interpretation

Why it matters to readers

Risks and unknowns

Related Developments

Related concepts

Keep following

Security Center