AI伺服器市場趨勢（2026）：DRAM和NAND快閃記憶體價格上漲的推動因素

2026年，市場呈現明顯的上漲趨勢，DRAM供應趨緊，價格普遍上漲已成定局。雲端服務供應商（CSP）正在推動市場成長，加速資料中心擴張以支援AI工作負載。這不僅推動了全球伺服器出貨量的成長，也顯著提高了每台伺服器的記憶體容量。

在NAND快閃記憶體市場，企業需求預計將在2026年成為成長的主要驅動力。同時，在經濟復甦跡像明顯、購買力提升、需求重振之前，消費市場預計將保持低迷。

展望2026年，AI伺服器需求的持續強勁，加上供應商以利潤為先的策略，預計將維持DRAM和NAND快閃記憶體的價格上漲趨勢，從而強化整個記憶體產業的結構性價格轉變。

主要亮點

• 預計2026年DRAM市場將呈現明顯的上漲趨勢，DRAM供應緊張，價格普遍上漲。這主要是由於雲端服務供應商(CSP)加速了AI工作負載的資料中心擴張，導致全球伺服器出貨量和單一伺服器記憶體容量增加。
• 預計2026年NAND快閃記憶體市場將主要依靠企業需求作為其核心成長引擎，而消費者市場由於等待經濟復甦以恢復購買力，將保持低迷。
• 持續的AI伺服器需求，加上供應商以利潤為先的策略，將維持DRAM和NAND快閃記憶體價格的上漲趨勢，進一步鞏固記憶體產業的結構性價格波動。

目錄

第一章：產能轉向高利潤伺服器產品，DRAM價格上漲難以逆轉

第二章：PC DRAM：伺服器需求擠壓供應，限制PC DRAM產量，導致被動價格上漲

第三章：伺服器DRAM：資料中心擴張推動強勁需求，供應商優先分配，推高價格

第四章：行動DRAM：位元成長限制和潛在的供應短缺可能引發價格大幅上漲

第五章：圖形DRAM：人工智慧推動強勁需求。 GDDR7 引領成長，價格逐年上漲

第六章：消費級 DRAM：由於需求前景疲軟和 DDR3/DDR4 供應短缺，合約價格上漲

第七章：2026 年展望：經濟不確定性減緩消費需求，而企業 AI 的應用推動成長

第八章：客戶端 SSD：512B 成為標準，容量成長放緩，而 QLC SSD 因成本優勢獲得市場佔有率

第九章：企業級 SSD：AI 需求與 HDD 替換推動強勁成長，並帶動其他細分市場價格上漲

第十章：eMMC/UFS：NAND快閃處理的進展提升了智慧型手機的儲存容量，但由於需求疲弱及激烈競爭，價格上漲有限

第十一章：NAND 閃光晶圓：代工廠流程轉變與利潤導向策略收緊供應並推高價格

第十二章：TRI 視角

A clear uptrend is taking shape for 2026, with tighter DRAM supply and broad-based price increases now firmly in sight. The primary growth catalyst is CSPs, which are accelerating data center expansion to support AI workloads. This is not only driving higher global server shipments but also a notable increase in memory content per server.

In the NAND Flash market, enterprise demand will serve as the core growth engine in 2026, while the consumer segment is expected to remain muted until a more visible economic recovery boosts purchasing power and revitalizes demand.

Looking ahead to 2026, continued strength in AI server demand-combined with suppliers' profitability-first strategy-will keep both DRAM and NAND Flash prices on an upward trajectory, reinforcing a structural pricing shift across the memory industry.

Key Highlights

• Clear uptrend in 2026 with tighter DRAM supply and broad-based price increases, driven by CSPs accelerating data center expansion for AI workloads, boosting global server shipments and memory content per server.
• NAND Flash market relies on enterprise demand as core growth engine in 2026, while consumer segment stays muted pending economic recovery to revive purchasing power.
• Sustained AI server demand, paired with suppliers' profitability-first strategy, maintains upward trajectory for DRAM and NAND Flash prices, reinforcing structural pricing shift in memory industry.

Table of Contents

1. Capacity shifts toward high-margin server products, making DRAM price increases hard to reverse

• Table 1: DRAM Sufficiency Ratios and Price Projection

2. PC DRAM: Server demand crowds out supply, limiting PC DRAM output and driving passive price increases

3. Server DRAM: Data-center expansion fuels strong demand; suppliers prioritize allocation, driving prices higher

4. Mobile DRAM: Limited Bit Growth and Potential Supply Squeeze Likely to Trigger Sharp Price Increases

5. Graphics DRAM: AI fuels strong demand; GDDR7 takes over as key growth driver with full-year price increases

6. Consumer DRAM: Weak Demand Outlook, Limited DDR3/DDR4 Supply to push Contract Prices Higher

7. 2026 outlook: Weak consumer demand under economic uncertainty, while enterprise AI adoption becomes the key growth driver

• Table 2: NAND Flash Sufficiency Ratios and Price Projection

8. Client SSD: Capacity growth slows as 512 GB becomes standard, while QLC gains share on cost advantage

9. Enterprise SSD: AI demand and HDD substitution to drive strong growth; spillover effects to lift prices across other segments

10. eMMC/UFS: NAND Flash process advancements drive higher smartphone storage, but soft demand and intense competition limit price upside

11. NAND Flash wafers: Foundry process migration and profit-first strategies tighten supply, pushing prices higher

12. TRI's View