Headline: Memory Prices Surge in Q2 2026; AI Server Demand Drives Increases

Market research firm Sigmaintell reports consumer DRAM and NAND prices surged across the board in Q2 2026. LPDDR5X 12GB prices jumped 89% from Q1 2026, while Universal Flash Storage (UFS) saw increases up to 100%, indicating persistent supply-demand imbalance driven by robust AI server demand. The AI boom continues to divert memory production, with LPDDR4X 4GB prices rising 75% and SSD prices up approximately 50% in Q2 2026. High-bandwidth memory (HBM), server DRAM, and enterprise SSDs (eSSD) for AI platforms, including NVIDIA's (NVDA) next-generation Vera Rubin, are prioritizing capacity, tightening supply for consumer devices. Manufacturers are increasing quotes for smartphone and PC memory, with some clients accepting higher prices. Sigmaintell forecasts a potential slowdown in DRAM price increases in H2 2026, particularly for lower-end products, as wafer resources remain concentrated on HBM production.