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DRAM Market Bulletin - Jan. 14, 2026
Last Modified
2026-01-14
Update Frequency
Weekly
Format
The 1Q26 DRAM market has entered a seller-driven super-cycle fueled by robust AI demand. Capacity crowding is triggering broad price surges, with forecasts being revised upward. As manufacturers prioritize high-margin server orders, the PC and consumer sectors face severe shortages and soaring costs.
Key Highlights
- Market Trend: A distinct seller's market prevails. AI-driven capacity displacement is fueling aggressive price hikes across contract and spot markets, with forecasts being revised upward.
- Supply Side: Manufacturers prioritize high-margin server output amidst low inventory, causing severe supply contraction for traditional specifications and restricted selling strategies.
- Demand Impact: While CSPs secure supply via long-term contracts, PC and mobile OEMs face soaring costs and shortages. Panic buying risks compressing margins and dampening terminal shipments.
- Outlook: Upstream suppliers benefit significantly, whereas downstream players face immense cost pressures, creating risks of demand destruction due to high prices.
Table of Contents
- Market Update
- TrendForce’s View
- Price Projections on Different Categories of DRAM Products
<Total Pages: 3>
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