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DRAM Market Bulletin - Feb. 11, 2026
Last Modified
2026-02-11
Update Frequency
Weekly
Format
The DRAM market faces shortages. Suppliers hold low inventory and strong pricing power, driving contract prices up, notably in PC and Server sectors. Buyers accept hikes to secure supply, squeezing module margins. Only mobile inventory remains stable in this seller's market.
Key Highlights
- Market: PC/Server lead contract price hikes; spot price growth slows due to large price gaps.
- Suppliers: Low inventory and strict allocation sustain strong pricing power.
- PC/Modules: Strong OEM demand depletes stock; module margins shrink due to rising costs.
- Servers: Hyperscalers accept hikes to build inventory; Enterprise OEMs struggle to pass on costs.
- Mobile: Inventory remains stable, though small brands still face shortages.
Table of Contents
- Market Update
- TrendForce’s View
- Inventory Levels of DRAM Suppliers and Clients in Major Application Segments
<Total Pages: 3>
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