Memory Manufacturers Earned More In Q1 Than All of Last Year, Prices To Spiral Up Another 40% In Q2 2026

Memory chip makers reported much stronger Q1 results as AI server demand lifted DRAM and NAND orders while supply stayed tight.

ADATA said profit jumped 17x year over year, and peers including Macronix, Apacer, Team Group, and Nanya Tech also saw record revenue and better margins.

Executives say shortages in DRAM, DDR4, DDR5, and HBM are likely to persist, pointing to a prolonged period of constrained supply.

Companies have warned partners of about a 40% price increase in Q2 2026, with Samsung-related labor disruption potentially adding more pressure.