Institution: AI server demand supports the upward contract price of storage in the second quarter of 2026, CSP locks in supply through long-term agreements.

Sina Finance reported on March 31 that according to the latest storage price survey by TrendForce on March 31, 2026, due to DRAM manufacturers actively shifting their capacity to HBM and server applications and adopting a "price increase" strategy to narrow the price differences of various products, although the terminal market faces the risk of shipment downgrade, it is estimated that the overall contract prices of general DRAMs will increase by 58-63% in the second quarter of 2026. The NAND Flash market continues to be dominated by AI and data center demand, with the effects of price increases across the product line unabated, and it is expected that overall contract prices in the second quarter will increase by 70-75%.