Micron Technology is expected to see a significant pricing increase driven by AI, with AI demand potentially causing memory prices to soar over 100%.

2026-03-25 07:01:55

Micron Technology and the entire memory sector may be entering a strong upward cycle. Wedbush states that AI demand is now sufficiently robust to potentially drive memory prices up by over 100%.

The firm notes that DRAM prices could increase approximately 130% to 150% in the first half of 2026 compared to the fourth quarter of 2025, with NAND prices also following suit. The market landscape is quite clear: supply remains tight, while demand from AI infrastructure continues to accelerate. Wedbush indicates that the magnitude of these increases reflects a rapid improvement in market conditions, especially when considering Micron’s recent strong performance and outlook.

This bullish momentum is spilling over into the entire supply chain. Western Digital and Seagate Technology are also expected to benefit, with hard drive suppliers likely to pursue more aggressive pricing strategies in upcoming contracts. Meanwhile, NVIDIA is in a favorable position on the supply side, with CEO Jensen Huang recently noting that demand related to Blackwell and Rubin systems is approximately $1 trillion, further confirming the booming AI construction.

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Editor: Zhang Jun SF065

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