The available history contains 169 observations from 2023-01-02 to 2026-10-20. These are recorded dates, not proof of the earliest available publication; missing intervals are not interpolated.
Morgan Stanley lifted its fourth-quarter NAND contract forecast to +15-20% and enterprise SSD to +23-28%, as US cloud buyers switch from TLC plus HDD to QLC for AI inference caching while PC DRAM output is set to fall over 20%.
Nine leading cloud providers are now seen spending over $1.5 trillion in 2027, with AI server revenue rising more than 90% on rack-level shortages and higher memory quotations.
SK hynix unveiled a rack-scale memory system claiming up to 5x faster time-to-first-token, while Cisco and NVIDIA drafted a 400G-lane optics form factor.
TrendForce projects conventional DRAM contract prices to rise 10-15% quarter on quarter in 4Q26 and NAND Flash 15-20%, with enterprise SSDs the only category where price growth accelerates, as AI inference build-outs push 2026 enterprise SSD bit demand up more than 80% year on year.
NVIDIA's custom NVHBM architecture moves the memory controller onto the HBM base die, prompting Micron and Samsung to source base dies from external foundries including TSMC rather than building them in-house. The shift lands as suppliers push 2027 HBM prices sharply higher: Samsung is reportedly seeking more than double current levels for HBM4, while TrendForce sees industry average HBM ASP up 121% next year.