DRAM Industry Revenue Surges 59.5% in Q2
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Revenue in the global DRAM market in the second quarter of this year increased by nearly 60% compared to the previous quarter. Samsung Electronics maintained its top position with a market share exceeding 39%, while SK Hynix's share fell below 25%, narrowing the gap with third-place Micron. According to market research firm TrendForce on the 7th, global DRAM industry revenue in the second quarter reached $154.73 billion (approximately 208 trilli…
DRAM industry revenues rose to US$154.73 billion in 2Q26, and contract prices could rise by 13-18% in the third quarter.
Read the original note in the following link: DRAM's business continues to rise and 59.5% skyrockets worldwide by the AI The DRAM's business records an increase of 59.5% in its world revenues thanks to the huge boom of artificial intelligence. Read the original note in the following link: DRAM's business continues to rise and 59.5% skyrockets worldwide by the IA Pisapapers
Memory manufacturers cannot keep up with demand, but revenue surges 60% in second quarter
The sharp increase in DRAM memory contract prices has led to increased revenue for its manufacturers. According to TrendForce statistics, DRAM industry revenue increased 59.5% quarter-on-quarter to US$154.73 billion in the second quarter of this year. Image source: SK hynix The growing demand for AI servers driven by the continued expansion of the artificial intelligence […]
DRAM Industry Revenue Rises 59.5% QoQ in 2Q26 as Supply Expansion Continues to Lag Demand Growth
TrendForce's latest findings on the memory industry reveal that sharp rises in traditional DRAM contract prices have led to a 59.5% QoQ increase in total DRAM industry revenue, reaching nearly US$154.73 billion in 2Q26. Growing demand for AI servers, fueled by expanding LLM training and AI inference, has driven higher shipments of HBM3e, LPDDR5X, and high-capacity RDIMMS. The surge in agentic AI applications is further boosting RDIMM demand acr…
DRAM industry revenue surges 59.5% in Q2 as supply lags demand
Total DRAM industry revenue rose 59.5% QoQ in Q2 2026, reaching nearly USD 154.73 billion, driven by sharp increases in contract prices and sustained AI server demand. Supply expansion continues to lag demand growth, with supplier inventories at historic lows, according to TrendForce.
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