Volatility in the DRAM and NAND markets: pressure on prices and supplies on the horizon for 2026

Two independent European analysts (TrendForce and TechInsights) recently reported high volatility in the DRAM and NAND/SSD markets in 2026.

Price increases, declining production volumes and longer manufacturing lead times continue to affect global supply chains, mainly due to AI-related demand and the transfer of production capacity away from legacy memory.

Based on information from market sources:

• Higher and more unpredictable bill of materials (BOM) costs.
• Longer and less predictable delivery times.
• Risk of DDR4 obsolescence and reduced availability.
• Increased need for advance order planning and buffer stocking.
• Suppliers reserve the right to change prices and lead times based on allocations, even for orders already placed.

• Anticipate future projects requiring DDR4, SSDs or DDR5.
• Consider setting up dedicated stocks for the components in question.
• Review project schedules when memory availability is critical.

In this context, and until supply conditions return to normal, our price quotations (excluding contracts) will have a reduced period of validity and may be revised at the time of ordering, in line with changes in the commercial conditions imposed by our memory suppliers.

ECRIN Systems, January 2026