US cloud providers signed multi-year supply agreements that stop memory makers raising their prices, so TrendForce expects the third-quarter 2026 increase to fall on everyone else: server DRAM contract prices up another 13–18% in one quarter
TrendForce, a market research firm, reported on its memory pricing survey and the impact of long-term agreements (LTAs) on server DRAM contract prices. U.S.-based cloud service providers (CSPs) have signed multi-year LTAs that restrict suppliers from raising prices for these clients. TrendForce predicts that server DRAM contract prices will rise by 13-18% quarter-over-quarter in the third quarter of 2026, with the increases primarily affecting customers without LTAs.
Verified 2026-08-14
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Large cloud firms locked in prices, so smaller buyers face the rising memory costs instead.
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