DRAM Market Bulletin - Apr. 8, 2026
Last Modified
2026-04-08
Update Frequency
Weekly
Format
DRAM supply remains tight across segments; contract prices rise in 2Q26, led by mobile DRAM, as buyers rush to replenish amid shrinking supplier inventory.
Key Highlights
- 2Q26 negotiations show broad price increases, with mobile DRAM leading the upswing across application segments.
- DRAM suppliers' stocks are at floor levels; node transitions in 2Q26 may partially ease tightness.
- Strong 1Q26 shipments driven by PC channel replenishment; momentum expected to soften as prices rise.
- AI-driven server demand keeps hyperscalers aggressively securing DRAM with high price tolerance.
- Smartphone Tier2 brands face constrained supply; suppliers may tighten 2H26 allocation, raising uncertainty for brands.
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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