Memory Market
DRAM and NAND: sharply rising prices, capacity reallocated to HBM for AI, shortage expected until 2027-2028.
Memory Price Forecasts
Blended % change · 4Q25 vs 1Q26 (revised)
Source: TrendForce, Feb. 2026
MLC NAND Capacity - YoY Growth/Decline
2021–2026F
Market situation
Legacy memory is being progressively phased out
Legacy DDR2, DDR3, DDR4, LPDDR4 and MLC-eMMC memory is undergoing rapid divestment. In 2023 they enjoyed 100% fab support; in 2025 that support has already dropped to ~40%, and between 2027-2028 most legacy nodes will reach effective EOL.
Advanced memory (DDR5, LPDDR5X, LPDDR6, GDDR7, HBM4E) is constrained from the opposite side: it requires sub-15nm DRAM scaling, EUV, TSV, hybrid bonding and advanced packaging, all scarce resources.
Leading suppliers (Samsung, SK Hynix, Micron) have already exhausted their 2026 capacity, with expected shortages driving price increases across all four quarters.