Surge: Market Trends, Impact Analysis and Huake’s Strategic Response

The global memory market has entered a historic upcycle in 2026, driven by explosive AI demand, tight supply and structural industry shifts. Driven by data center expansion, AI server deployment and constrained production capacity, DRAM and NAND Flash prices have surged sharply, bringing both challenges and strategic opportunities to the consumer electronics, smartphone and tablet manufacturing industry. As a leading manufacturer of mobile devices and communication products, Huake has been closely monitoring market changes and building a resilient supply chain and product strategy to maintain stable operations and sustainable growth amid price volatility.

Current Market Situation: Historic Price Increases Across DRAM and NAND

Since late 2025, memory prices have experienced consecutive increases, with 2026 Q1 seeing record-breaking growth. According to leading industry analysts including TrendForce and Goldman Sachs, mainstream DRAM contract prices have increased by 90%–95% quarter-on-quarter, while NAND Flash prices have risen by 55%–60% in the same period. Industry inventory levels have dropped to a historic low of only 3–4 weeks, far below the safe threshold, resulting in a severe supply shortage across the globe.