#hardware procurement

2 articles tagged

Server DRAM contract prices up 13-18% QoQ in 3Q26 with SLC NAND up 120-170% in 2H26

Cloud & FinOps · Aug 25, 2026 · 13 min read

Server DRAM prices rose 13-18% in 3Q26: non-LTA buyers absorb the full increase

TrendForce forecasts server DRAM contract prices up 13-18% QoQ in 3Q26 and SLC NAND up 120-170% across 2H26. Amazon raised device prices by as much as 60%. The published averages hide who actually pays.

Manu Shukla

#dram #memory shortage #hardware procurement

Card contrasting SLC NAND at 130-150 percent in 1H26 with the headline NAND forecast of 10-15 percent QoQ for 3Q26

Engineering · Aug 25, 2026 · 12 min read

SLC NAND rose 130-150% in 1H26 and TrendForce's headline NAND number still said 10-15%

TrendForce published two NAND numbers 18 days apart in 2026: 10-15% QoQ for 3Q26, and 70-75% for SLC NAND across 2H26. Budget an industrial BOM off the first and you are wrong by five times.

Manu Shukla

#NAND flash #NOR flash #memory pricing