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Memory suppliers are reallocating capacity toward AI servers and away from consumer products, TrendForce says, and it shows up in next quarter's prices. For the fourth quarter of 2026, the research firm forecasts NAND Flash contract prices to rise 15-20% quarter-over-quarter, with enterprise SSD prices rising even faster on AI inference demand
Verified 2026-10-02
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More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
- Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue
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