---
title: "Institution: In the first quarter of 2026, storage prices rose more than expected, with NAND prices increasing by over 70% month-on-month"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/279438354.md"
description: "In the first quarter of 2026, the global memory chip market saw prices rise beyond expectations due to the demand for AI computing power and changes in the supply and demand of consumer electronics, with NAND prices increasing by over 70% month-on-month. The demand for AI servers is strong, while uncertainty in consumer demand is increasing, leading memory manufacturers to prioritize capacity allocation for high-profit products such as HBM and DDR5, resulting in a further contraction of supply for DRAM and NAND used in consumer electronics"
datetime: "2026-03-17T12:59:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/279438354.md)
  - [en](https://longbridge.com/en/news/279438354.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/279438354.md)
---

# Institution: In the first quarter of 2026, storage prices rose more than expected, with NAND prices increasing by over 70% month-on-month

According to Sigmaintell, in the first quarter of 2026, the global memory chip market will exhibit significant characteristics of unexpected price increases and intensified structural differentiation, driven by the dual effects of AI computing demand and the supply-demand dynamics of consumer electronics. The demand for AI servers remains strong, coupled with increased uncertainty in consumer demand, leading memory manufacturers to prioritize production capacity towards high-profit products such as HBM and DDR5, resulting in a further contraction of DRAM and NAND supply for consumer electronics. Meanwhile, the inventory levels of memory manufacturers and end manufacturers remain low, with strong demand for inventory replenishment, further amplifying the market supply tightness. According to Sigmaintell data, memory prices in the first quarter of 2026 exceeded expectations, with consumer electronics memory prices increasing by over 60% compared to the fourth quarter of 2025, and NAND prices rising by more than 70%

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