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DRAM Market Bulletin - Mar. 18, 2026
Last Modified
2026-03-18
Update Frequency
Weekly
Format
Memory prices will rally soon. To avert shortages, clients are signing long-term volume contracts to fund supplier expansions.
Key Highlights
- Prices: Spot and contract prices will soon surge, driven strictly by supplier profitability.
- LTAs: To avert future shortages, buyers secure long-term volumes via floating prices; prepayments or bottom prices are introduced to fund suppliers' new capacity and secure profits.
- Buyers: North American cloud giants lead deals, followed by Chinese peers and device brands.
Table of Contents
- Market Update
- TrendForce’s View
- Timeline of Wafer Output Contribution from New DRAM Fabs
<Total Pages: 2>
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