Q2 2026 Semiconductor Price Adjustment Cycle Opens with DRAM and NAND Increases Followed by Analog, Power Device, and Foundry Changes

Memory prices lead the latest round of semiconductor adjustments entering Q2 2026. Conventional DRAM contract prices are projected to rise 58% to 63% quarter-over-quarter in Q2 2026, following a Q1 increase of 90% to 95%. NAND Flash contract prices are expected to climb 70% to 75% QoQ, accelerating from the previous quarter's approximately 60% rise. These movements stem from ongoing supply tightness linked to AI server demand and capacity reallocation toward high-bandwidth memory and enterprise products.

The semiconductor market has entered a new round of price adjustments. Synchronized changes across analog, power, and foundry sectors took effect mostly in April 2026, with the upward movement expected to continue through the second quarter. The adjustments are attributed to rising costs.

Key manufacturer actions include the following:

Texas Instruments (TI) implemented official adjustments in April, with increases ranging from 15% to 85% depending on the product family.
STMicroelectronics (ST) applied broad-spectrum price increases across multiple product lines starting April 26.
Allegro MicroSystems introduced a minimum 10% increase across its entire portfolio as of April 27.
NXP Semiconductors and onsemi made price adjustments for selec...