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Oct 22, 2026
Oct 22, 2026
Q4 NAND Prices Seen Up 30%, DRAM 20% as Memory Squeeze Widens
As of October 20–22, 2026, research houses forecast fourth-quarter NAND prices up 30% and DRAM contract prices up about 20% quarter on quarter, citing AI inference demand and limited mature-node supply, Taiwan’s Commercial Times reported. The memory squeeze is rippling outward: Amazon is stockpiling Nvidia GB300 racks it cannot yet power, and Micron and AMD are designing new memory for robots and AI servers.
Source: Commercial Times, October 20, 2026 — research-house forecast of Q4 NAND +30%, DRAM contract +20% — https://www.ctee.com.tw/news/20261020700183-439901; Business Insider, October 20, 2026 — Amazon's Early Rack Receipt program and GB300 racks awaiting power — https://www.businessinsider.com/amazon-nvidia-ai-gpu-data-centers-power-shortages-2026-10; The Elec, October 18, 2026 — Micron developing EIM for physical AI and humanoids — https://www.thelec.net/news/articleView.html?idxno=14669; TrendForce, October 19, 2026 — Micron EIM overview and 2H28 production outlook — https://www.trendforce.com/news/2026/10/19/news-micron-develops-edge-inference-memory-2h28-production-seen-as-hbm-potential-grows-in-humanoids/; TechPowerUp, October 13, 2026 — AMD EPYC Verano with LPDDR5X SOCAMM2 at OCP 2026 — https://www.techpowerup.com/353662/amd-showcases-its-next-gen-epyc-verano-cpu-up-to-192-cores-and-lpddr5x-memory; ITHome, October 13, 2026 — Verano 2027 launch, Zen 6, LPDDR5X — https://www.ithome.com/1/012/535.htm