DRAM Market Bulletin - Apr. 1, 2026

Last Modified

2026-04-01

Update Frequency

Weekly

Format

PDF

Tight supply drastically boosts memory contract prices, though spot markets stall. Meanwhile, novel AI inference processors demand massive server memory, fundamentally driving strong future market growth.

Key Highlights

Market Divergence: Tight supply and early negotiations drastically boost contract prices. Conversely, mainstream spot markets stall due to high-price resistance, while legacy memory rises on rush orders.
Device Headwinds: Foundry bottlenecks restrict central processor supply, raising device costs and lowering notebook shipment forecasts.
Architecture Shift: NVIDIA's novel processor for AI inference decoding utilizes advanced node processes and high-bandwidth static memory to optimize efficiency.
Surging Memory Demand: The new processor's high-density cabinet design heavily relies on server memory for data buffering. This architectural shift will strongly propel future market growth.