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This report leverages TrendForce’s expertise in the memory industry, as well as extends its in-depth research and analysis on the automotive sector
Contract prices rose post-holiday, led by DDR5. Despite weakening consumer electronics demand and a quiet spot market, supply remains structurally tight due to robust AI/server needs and limited production capacity. Significant new output remains distant, ensuring continued market shortages.
Global smartphone production showed moderate growth in 2025, with Samsung and Apple tying for the top spot in market share. However, driven by sharply rising memory prices, overall production volume is projected to see a significant downward revision in 2026. Brands will experience polarization based on their differing product portfolios. Overall, the memory price supercycle will be the key variable reshaping the global smartphone market landscape in 2026.
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
Driven by robust AI demand and supply shortages, Korean makers raised quotes, triggering a sharp rise in Server DRAM contract prices. Supply growth lags behind demand despite capacity shifts. Consequently, buyers are accepting price floors in long-term agreements to secure future allocation.
February consumer DRAM trading slowed due to the Lunar New Year, causing price gains to narrow. Despite buyers digesting inventory, structural shortages persist as main suppliers focus on advanced lines. With spot premiums intact and post-holiday demand expected to recover, the bullish outlook remains supported.
PC DRAM contract prices surged significantly this quarter, widening gains. Despite downgraded annual notebook shipment forecasts, expectations of rising device costs boosted short-term demand, lowering OEM inventory. With suppliers prioritizing OEMs, component scarcity drove contract prices higher, while the spot market temporarily consolidated.
Quarterly Server DRAM latest market revenue/output update
Inventory lows and AI demand drove 4Q25 DRAM revenue via price hikes rather than volume. Samsung regained the market lead. Taiwanese firms benefited from mature node shortages. With supply remaining tight, 1Q26 prices are projected to accelerate significantly.
TrendForce Offers you a complete analysis on DRAM industry wafer input, production output, technology node…etc. by each company.
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