In Q4 2025, major global cloud service providers placed massive purchase orders with memory manufacturers. Their doubled procurement of eSSDs and DDR5 exceeded existing supply capacity, leading to a widespread server memory supply gap of 40% to 50%. This intensified manufacturers' shift of limited capacity towards server memory, causing severe supply shortages and price surges in the non-server market. This supply instability and soaring memory costs have severely impacted end products.

In 2026, enterprise SSDs are projected to surpass smartphones for the first time to become the top application segment by NAND demand share, while the combined demand for server DRAM and HBM is expected to account for over 50% of the total DRAM market. Memory prices are anticipated to continue rising significantly in Q1 2026. As manufacturers actively increase bit output per wafer through advanced manufacturing processes, the supply gap is expected to narrow quarter by quarter, leading to a gradual slowdown in price increases.

CFM (ChinaFlashMarket) has recently released its annual report, "2025 Global Memory Market Summary and 2026 Outlook". The report analyzes market changes and future development from perspectives including market size, capacity, prices, supply, technology, demand, and applications. Welcome to access it. For more report inquiries, please contact: Service@chinaflashmarket.com.

I. Summary and Outlook: Supply, Demand, and Prices

Detailed analysis of price changes and increases for Mobile, Server, and PC product lines in Q1 2026.

II. Memory Market Overview: Market Size and Capacity

Trends in the global NAND and DRAM markets.

III. Supply-Side Analysis

Analysis of memory manufacturers' revenue, profit, inventory changes, and supply strategies.

IV. Application and Demand Analysis

Analysis of demand changes in Mobile, Server, and PC application end-markets.

V. Memory Industry Chain Analysis

Analysis of the operational status of downstream memory companies.