存储 重要度 8

Server DRAM三季度或涨价

TrendForce预估第三季Server DRAM合约价将季增13%-18%。部分原厂已提前反映涨幅，美系云服务商长约限制涨价空间，但供不应求延续，后续报价仍可能继续上修。

事件进展（2 篇报道）

  1. 2026-07-09 13:17
    36氪 机构：预估第三季Server DRAM合约价将季增13-18%
  2. 2026-07-09 19:34
    Reddit r/hardware Even DDR4 RAM is not safe from the RAMpocalypse, prices rose over 50% in Q3 2026, demand is driven by data centers requiring more DRAM for large AI workloads (shortages may last up to two years)

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