To Our Valued Customers,
We are writing to provide a critical update regarding the global memory and storage market. As we approach 2026, the industry is entering a period of unprecedented volatility that requires immediate action to protect your production schedules and current orders.
The Global Supply Crisis
The memory market (DRAM and NAND) is projected to tighten significantly through Q1 and Q2 of 2026, with lingering effects felt throughout the year. The primary driver is a massive surge in AI infrastructure demand, which is consuming global wafer capacity at a rate that is outpacing supply.
Current reports from major tier-one manufacturers indicate that they can only fulfill approximately one-third of forecasted allocations for 2026. While EMAC’s strategic partnerships ensure we are receiving a larger share of this allocation than most competitors, many smaller manufacturers are being told they will receive zero allocation for the coming year.
Pricing and Shipment Policy Changes
Due to this extreme instability, our vendors have moved to a “Price at Time of Shipment” model. This means that pricing is no longer locked at the time of the purchase order, but is instead set based on the market delta when the product actually ships to us. Consequently, we must adjust our pricing to reflect these unavoidable market fluctuations in the same manner.
2026 Planning Recommendation
Given that memory is currently the component with the longest lead time, we strongly recommend placing purchase orders for your entire 2026 project demand now. This provides the clearest visibility for our manufacturers and offers the best protection against further allocation cuts or price spikes.
Please note that due to the “price at time of shipment” policies currently held by major silicon producers, the validity of any quote is subject to market changes.
We appreciate your immediate attention to this matter as we work to navigate these industry-wide challenges together.
Best regards,
EMAC Inc.
