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DRAM Market Bulletin - Jan. 28, 2026

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Last Modified

2026-01-28

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Update Frequency

Weekly

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Contract price forecasts were raised sharply, led by PC DRAM, with further upside potential. High spot costs stalled advanced chip trading, shifting demand to mature products. CXMT is accelerating process upgrades to expand global share, focusing on high-capacity DDR5 and HBM to boost localization.

Key Highlights

  • Contract Market: Forecasts have been revised significantly upward, driven primarily by PC DRAM, with potential for further price hikes.
  • Spot Market: Trading for advanced chips has stalled due to excessive costs, though shortages keep quotes high; demand has shifted to mature products for their price advantage.
  • CXMT Strategy: CXMT is aggressively migrating to advanced processes, increasing its global output share. The roadmap focuses on high-capacity DDR5 and HBM development, utilizing domestic equipment to strengthen high-end supply capabilities.

Table of Contents

  1. Market Update
  2. TrendForce’s View
    • Capacity Deployment and Development at Each Fab of CXMT

<Total Pages: 2>

Capacity Deployment and Development at Each Fab of CXMT

Category: DRAM

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