The latest market research data suggests that the average selling price (ASP) of DRAM is set to experience a notable increase in the upcoming quarter. Analysts predict a rise of 8 to 13 percent in the ASP of DRAM, with conventional DRAM prices expected to see a more modest increase of 5 to 10 percent. This growth, while positive, indicates a slight contraction compared to the previous quarter's surge.

Specifically, server DRAM prices are anticipated to climb by 8 to 13 percent in Q3, a decrease from the substantial 15 to 20 percent jump observed in Q2. Similarly, other DRAM categories are projected to see price hikes ranging from 3 to 8 percent, a significant drop from the previous quarter's figures.

High bandwidth memory (HBM), which made up approximately 4 percent of the DRAM market in Q2, is expected to expand its market share to 6 percent in Q3 due to sustained demand. TrendForce forecasts an 8 to 13 percent increase in the ASP of HBM DRAMs for the upcoming quarter, reflecting the overall positive trend in the DRAM market.

On the NAND flash front, TrendForce estimates a moderate price increase of 5 to 10 percent in Q3. This growth rate is slower compared to the previous quarter, where the overall flash market was projected to rise by 15 to 20 percent. Notably, NAND flash memories for client SSDs in notebooks are expected to see a more manageable price hike of 8 to 13 percent, a significant decrease from the steep increases seen in Q2.

Conversely, the enterprise SSD market is experiencing a surge in demand driven by the expansion of AI server deployments, leading to substantial investments in IT infrastructure. As a result, server OEM orders are on the rise in Q3, prompting an expected price increase of 15 to 20 percent for enterprise SSDs. This trend highlights the evolving dynamics within the NAND flash market and the varying price trajectories across different product segments.