TrendForce: - 4Q26 PC DRAM contract price increases confirmed at +13–18% QoQ, moderating from +18–23% in 3Q26. - Most negotiations are expected to conclude in November, with November prices projected to rise slightly further from October. - Notebook shipments fell 14% QoQ in 3Q26 and are forecast to decline another 9% in 4Q26. OEM DRAM inventories rose from 6–9 weeks at the end of 3Q26 to 7–10 weeks in early 4Q26, with further accumulation expected during the quarter. - Weak device sales in Asia and Europe, alongside rising channel inventories in North America, are prompting Tier-2 OEMs to increase white-label models to 15–40% of their 2027 lineup. Adoption of reballed DDR4 paired with Intel Raptor Lake or AMD Picasso is expanding. - Korean suppliers plan to cut PC DRAM shipments by more than 20% YoY in 2027. With the U.S. supplier locking in volumes under SCAs, Korean suppliers are set to deepen their PC DRAM supply cuts to more than 40% YoY, accelerating the shift toward server DRAM.