Mobile DRAM revenue surged sharply in 2Q26; four vendors dominate. Growth will moderate in 3Q26 as price gains slow.
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
Global DRAM manufacturers are accelerating new fab construction and capital expenditures, with new capacity set to release in phases starting two years from now. As cleanrooms and equipment installations advance across major suppliers, large-scale capacity is expected to online progressively over the coming years, driving a structural expansion in industry supply. However, actual bit output remains subject to construction variables and product qualification timelines.
Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
DRAM contract prices remain firm while spot activity stays subdued. Major suppliers are expanding capacity via new facilities, driving strong multi-year bit supply growth while dynamically adjusting output to sustain industry balance.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
TrendForce Offers you a complete analysis on DRAM industry wafer input, production output, technology node…etc. by each company.
Consumer DRAM remains undersupplied, with contract prices still rising but decelerating as buyer cost tolerance tightens, while spot trading stays subdued. On technology, focus centers on open software frameworks and zHBM architectures aimed at improving system efficiency and power. Cloud demand supports near-term contract prices, but accelerating capacity expansion points to longer-term pressure on pricing and industry revenue.
Hyperscale CSPs ramp capex, fueling strong AI server growth as ODMs expand GPU rack output and cooling tech advances.
DRAM contracts delayed to Aug. Spot market flat on low volume. CSP demand boosts Korean Q2 results and LTA signings.
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