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DRAM Market Bulletin - Mar. 4, 2026

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Last Modified

2026-03-04

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Update Frequency

Weekly

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Format

PDF

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Contract prices rose post-holiday, led by DDR5. Despite weakening consumer electronics demand and a quiet spot market, supply remains structurally tight due to robust AI/server needs and limited production capacity. Significant new output remains distant, ensuring continued market shortages.

Key Highlights

  • Price Dynamics: Contract prices have solidified gains, with DDR5 leading in PC and server sectors. Mobile DRAM may see delayed hikes. Conversely, the spot market is quiet due to price premiums, though the gap is expected to narrow.
  • Demand Divergence: Consumer electronics forecasts are being downgraded due to rising costs. However, this is outweighed by dominant demand from AI and general servers, where buyers maintain aggressive inventory strategies.
  • Supply Outlook: Production growth is severely constrained by a lack of cleanroom space. With significant new capacity contributions delayed until the distant future, structural supply tightness will persist despite softer consumer demand.

Table of Contents

  1. Market Update
  2. TrendForce’s View
    • DRAM Sufficiency Ratio

<Total Pages: 2>

DRAM Sufficiency Ratio

Category: DRAM

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