Trendforce sees chip prices surging 90-95% in Q1 from previous quarter

SEOUL, Feb 2 (Reuters) - Market researcher TrendForce said on Monday that it has raised its chip price forecasts and expects conventional DRAM contract prices to jump by 90% to 95% in the January to March period of this year, from the final three months of 2025, citing the artificial intelligence boom.

It previously estimated 55% to 60% price growth for dynamic random access memory for the first quarter.

"Persistent AI and data center demands in 1Q26 are further worsening the global memory supply and demand imbalance, thereby increasing suppliers’ pricing power," TrendForce said in a statement.