According to CFM data, the potential demand for NAND (including filling the HDD gap) and DRAM from Microsoft, Google, Meta, AWS, and Oracle in 2026 is expected to increase by approximately 265% and 110% year-on-year, respectively. Some North American CSPs have already locked in capacity for 2027 and 2028 in advance. It is anticipated that the contract price for server DRAM will see a significant sequential increase of around 50% in Q1 2026, while server NAND and enterprise-grade chip prices are projected to rise by 30%–40% sequentially...