DRAM Market Bulletin - Apr. 8, 2026

Last Modified

2026-04-08

Update Frequency

Weekly

Format

PDF

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.