In July, benchmark PC DDR4 8Gb contract prices rose 14.3% month-over-month to $24**, the highest since DRAMeXchange began tracking in June 2016 . NAND flash also crossed the **$30 threshold for the first time, with SLC NAND jumping 35% as suppliers prioritized 3D NAND and advanced processes for AI demand .

TrendForce forecasts Q3 PC DRAM contract prices will rise 15-20% quarter-over-quarter, down from 45-50% in Q2 . NAND momentum is weaker, with only a 4.26% monthly increase in July, as customers resist further hikes after a year of sharp rises .

The divergence reflects structural differences: DRAM remains tighter due to HBM capacity allocation, while NAND faces more competition and softer demand recovery. Long-term supply agreements with hyperscalers have also capped server DRAM upside to 13-18% in Q3 .

From ICgoodFind: DRAM is still running hot; NAND is cooling off. The price gap between the two is widening – and that changes procurement strategy for Q3 and beyond.