Memory shortage may continue until 2027 Many customers ask us: How will the market be this year? When will prices go down? Will prices keep rising in 2026? Before, the market expected that after the last price surge, memory prices might start to drop gradually in the second half of 2026. However, the latest report from Counterpoint Research shows a different view. The memory shortage has not improved. In fact, it is getting worse due to strong demand from AI servers, cloud data centers, and end devices. The report suggests that the supply-demand situation may not improve until the second half of 2027. In the short term, memory prices are unlikely to drop significantly. NAND flash prices are also rising across the board, generally by 130%–150%. Both high-end AI applications and regular consumer markets are facing rapidly increasing memory costs. Even though Samsung and SK Hynix are investing around 80–90 trillion KRW, it is still difficult to fill the large demand gap in the short term.   KIKI LEE | TEMO Weekly Review  

Will SSD and Ram price decrease this month?   Hello, friends. Welcome to Temo Blog. This is Winnie.  Due to crazy trend of SSD and Ram, many customers are asking us, when will the price decrease this month? Is there an end? To be honest, this AI-driven "storage supercycle" is profoundly impacting everyone's technology consumption and industry development. It looks no ending now. And even worse, Kin Hing Pua, CEO of leading SSD controller manufacturer Phison, revealed that the three major NAND flash suppliers abruptly—and without warning—hiked their quotes by 50% overnight. The resulting supply-demand imbalance far exceeded market expectations, directly propelling SSD prices into a phase of rapid and drastic escalation. The DRAM market is also tight. Due to the sharing of production lines, Taiwanese semiconductor manufacturer Winbond Electronics has directly raised the price of DDR3 4GB to the same level as DDR4. AI-driven demand has disrupted the traditional cyclical logic of the storage industry, giving way instead to a persistently tight supply-demand landscape and a sustained environment of elevated prices. How to adapt to a prolonged environment of high prices—and seize the strategic opportunities presented by AI—has become a central challenge for all market participants. In this market, Challenges and opportunities coexist, and Temo we expects us all to handle them perfectly. More questions, feel free to contact us. Temo are always looking froward to be your reliable partner. Thanks.   Best regards,   Winnie

The global memory chip market has entered another intense price surge at the start of 2026. Driven by the explosive demand for AI computing power and production controls by major manufacturers, supply-demand imbalances have further worsened. Institutions like TrendForce have drastically revised their price forecasts, with contract prices for standard DRAM and NAND Flash both surpassing earlier predictions, while high-end products such as HBM face severe shortages.   Key Market Developments:   1. DRAM Price Forecasts Revised Upward, Structural Supply Shortages Persist Driven by robust demand for HBM and server DRAM from AI servers, capacity for consumer and PC-grade DRAM remains constrained. TrendForce has upgraded its Q1 2026 standard DRAM contract price forecast from 55%-60% to 90%-95%, with some DDR5 chip prices surging nearly 6 times in six months. Samsung and SK Hynix have notified customers of further significant price hikes in Q2 2026, with some products seeing increases of up to 100%. Small and medium-sized customers may even need to accept premiums of over 200% to secure supply. Industry inventory levels are at a historic low of only 4 weeks, well below the safety threshold, and supply tightness is expected to persist through H2 2026.   2. NAND Flash Prices Rise Across the Board, Enterprise Products See Triple-Digit Gains The NAND Flash market is also in a strong upcycle. TrendForce has revised its Q1 contract price forecast from 33%-38% to 55%-60%, while Nomura Securities predicts that SanDisk’s enterprise-grade 3D NAND prices will rise by over 100% month-on-month. Leading vendors are balancing supply and demand by cutting wafer inputs and controlling shipments, coupled with a recovery in demand from AI devices and enterprise storage, leading to 14 consecutive months of price increases for general-purpose NAND products. Some vendors are even requiring 100% cash prepayment from customers to secure 1-3 year supply quotas.   3. Chinese Memory Players Accelerate Breakthroughs, Stabilizing Global Supply Chains Amid the global shortage and price hikes, Chinese memory chip makers have achieved critical breakthroughs: Yangtze Memory Technologies (YMTC) has mass-produced 294-layer 3D NAND, capturing over 10% of the global market share. ChangXin Memory Technologies (CXMT), the only domestic DRAM maker with large-scale production, has seen its 17nm DDR5/LPDDR5X chips adopted by major smartphone brands, with performance gaps narrowing to less than 5% compared to international rivals. CXMT’s global DRAM market share is projected to reach 13.9% by 2027, making Chinese capacity a key stabilizing force in global supply chains.

A New Beginning, Full Speed Ahead | TEO Technology Co., Ltd. Fully Resumes Operations in the Year of the Horse 2026, Ensuring Memory/SSD Supply The Spring Festival ushered in a prosperous new year, and now is the time to forge ahead. On February 24, 2026, TEO Technology Co., Ltd. officially ended its Spring Festival holiday and fully resumed production. The production, quality, sales, and international logistics teams are all on duty, ready to embark on a new year of global delivery at full capacity. As a professional manufacturer specializing in memory and SSD production, manufacturing, and export, the company has quickly completed production line debugging, material preparation, and quality calibration. The entire process of SMT, testing, aging, and packaging has returned to full capacity, ensuring on-time order fulfillment and consistent quality. Resumption of work means a sprint to the finish line; service remains uninterrupted. Effective immediately: • Instant response to global inquiries, quotations, and sample requests • Ongoing orders proceed as planned, with priority given to overseas delivery schedules • Full restoration of international logistics and after-sales technical support • Continued implementation of new product iterations and customized solutions, empowering customers' market competitiveness In the Year of the Horse (2026), the company will uphold the principles of stable supply, stringent quality control, efficient response, and long-term win-win cooperation. We will continue to cultivate overseas markets, optimize supply chain resilience, and work hand in hand with global partners to expand new horizons, achieve outstanding results, and build a new future for the storage industry, providing more reliable storage products and more attentive foreign trade services. Thank you for your long-term trust and support! We wish all our partners a prosperous Year of the Horse, thriving business, and all the best!

Memory Prices to Rise Across the Board in Q1 2026, SSD Price Increases Continue According to the latest memory industry survey by TrendForce, the increasing demand for AI and data centers will continue to exacerbate the global supply-demand imbalance for memory in the first quarter of 2026. Manufacturers' bargaining power will remain strong. TrendForce has therefore comprehensively revised upwards its projected quarterly price increases for various DRAM and NAND Flash products in the first quarter. The estimated overall conventional DRAM contract price increase has been revised from the 55-60% increase announced in early January to 90-95%, while the NAND Flash contract price increase has been adjusted from 33-38% to 55-60%, with the possibility of further upward revisions. Due to better-than-expected PC shipments in the fourth quarter of 2025, PC DRAM is still generally in short supply. Against the backdrop of a seller's market driving up contract price negotiations, PC DRAM prices are expected to increase by over 100% in the first quarter of 2026, reaching a historical high. In the NAND Flash market, although first-quarter order volumes significantly exceeded suppliers' production capacity, manufacturers are more optimistic about the profit prospects of the DRAM market and are actively converting some production lines to produce DRAM, further compressing new NAND Flash capacity. Currently, only process upgrades can barely increase unit output, and the capacity bottleneck will be difficult to alleviate in the short term. With the expansion of Inference AI application scenarios, market demand for high-performance storage devices is far exceeding expectations. Major North American CSPs (Cloud Service Providers) have been aggressively placing orders since the end of 2025, stimulating a surge in Enterprise SSD orders. With the supply gap continuing to widen, buyers are aggressively stockpiling to replenish inventory as soon as possible, pushing Enterprise SSD prices up by 53-58% in the first quarter of 2026, setting a new record for the highest quarterly increase.

Samsung, SK Hynix, Micron rare cooperation, strictly find hoarding speculation and release production signals to cool down the overheated market   This week, Samsung, SK Hynix and Micron, which occupy more than 90% of the global DRAM market, reached a rare market consensus to form an “anti-hoarding alliance” and jointly launched a downstream omni-channel real demand mapping survey to investigate hoarding and price speculation, false quotationting and other behaviors, and at the same time synchronized the release of a small increase in production signals in the second half of 2026. Increase production signals, the core of this action is to cool down the current overheated memory market, to avoid the end demand is destroyed becuse too high prices, while regaining control of the industry chain pricing dominance, to avoid the subsequent price collapse of the industry risk.   Specific measures of the joint rigorous investigation: the three major original manufacturers for downstream agents, distributors, domestic Class A customers and OEM processing plants, the introduction of multiple stringent review mechanism, the core requirements of customers to fully disclose the end-customer information, the true amount of the order and the use of the product purpose, to ensure the authenticity of the demand; a single over the norm of large orders to start a special verification, part of the distributor to Micron to submit the DDR5 server memory orders, was asked to supplement the terminal data center memory orders. Samsung also requires channel vendors to update inventory turnover data on a monthly basis, while SK Hynix strictly controls over-booking behavior and suspends supply to customers who cannot produce evidence of terminal delivery.   The core background of the strict investigation: the current memory price surge has been seriously detached from the real demand, showing the “capital carnival” feature, the channel end of the hoarding speculation exacerbated the imbalance between supply and demand in the market. some channel traders through the split order, false order and other ways to take excess goods, and then cover the goods on sale, creating the illusion of shortage, resulting in the spot price and the original contract price of the factory is seriously decoupled, the first-line OEMs to get the contract price of the DRAM per GB of only 10-20 U.S. dollars, far below the spot market level. This is far below the spot market level. At the same time, the revenue growth rate of the three major OEMs is seriously mismatched with the price increase of 6-8 times in the terminal market, with most of the profits being earned by the channel players and the pricing power of the OEMs being diluted.   Release the specific content of the signal to increase production: the three original manufacturers synchronized to the market to release the signal of the second half of 2026 small increase in production, samsung in the fourth quarter of 2025 res...

DRAM Spot Prices Surge This Week | TEMO Weekly Review     This week, prices increased across the board, and the market structure is becoming more fixed. IC supply is now clearly leading the market. After several IC suppliers raised prices by more than 50% recently, the market widely expects the upward trend to continue into Q1.   At the same time, our factory production costs continue to face strong pressure. Factory inventory levels have dropped to a historical low, while customer demand is growing rapidly. DRAM and SSD shortages are expected to become more severe in the second half of the year.   These conditions have increased market concerns about supply disruptions, encouraging customers to actively build stock. Under the current situation, we recommend adjusting replenishment strategies to small batches with higher frequency in order to reduce risk.     【Our Product Analysis】 1.DRAM For DDR4, reduced IC supply has sharply widened the supply gap.  “today’s high price becomes tomorrow’s low price” is becoming the norm.   2.SSD Ahead of the Chinese New Year, our company has released some special offers to improve cash flow and reduce inventory.     In the short term, the Chinese New Year period is accelerating market speculation and price increases. However, industry expectations for the post-holiday market remain optimistic.     Author: KIKI LEE

Ram Memory price trend in Feb. 2026    Hello, friends. Welcome to Temo Blog. This is Winnie.  I believe all of you should heard the crazy raising trend of ram memory recently. Many customers also asked us, when will this crazy raising trend end? In my opinion, it still does not have an end yet. According to industry sources, leading companies are showing increased interest in purchasing DDR4 memory in January 2026, with prices expected to rise by up to 50% in the first quarter, and this upward trend is likely to continue into the second quarter. The shift in production capacity towards DDR4 has further squeezed the supply of DDR3, especially high-density DDR3 (such as 2Gb) products, leading to significant shortages and gradually increasing prices. This week, supply chain sources reported that several major memory manufacturers have suspended quoting prices, and the market anticipates that a new round of price negotiations from the end of January to February may result in even higher price increases. As the Chinese New Year holiday approaches, and facing a market characterized by rising prices and tight supply, channel partners should prioritize financial security and inventory management when conducting transactions. It should avoid chasing high prices or blindly stockpiling, and instead plan their purchasing strategies carefully to mitigate the risks of price fluctuations. More questions, feel free to contact us. Temo are always looking froward to be your reliable partner. Thanks.   Best regards,   Winnie