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DRAM Market Bulletin - Apr. 29, 2026

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Last Modified

2026-04-29

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Server demand is lifting 2Q26 RDIMM contract prices, while the spot market remains weak. SK hynix has seen a surge in profits and is ramping up mass production of new products. Amid low inventory and capacity bottlenecks, RDIMM prices have overtaken HBM; however, SK hynix is prioritizing long-term balance between HBM and conventional DRAM over short-term gains.

Key Highlights

  • Market Divergence: Strong CSP demand lifts 2Q26 RDIMM contract prices, while weak consumer demand drags spot prices down.
  • Profits & Nodes: SK hynix earnings surged on server demand, with advanced node mass production underway for mobile and server memory.
  • Supply Outlook: High-capacity demand fuels shipments, but inventories have hit rock bottom and new fab contributions remain limited in the short term.
  • HBM Strategy: Demand far exceeds capacity. Despite RDIMM prices surpassing HBM, suppliers prioritize supply balance over short-term profit maximization.

Table of Contents

  1. Market Update
  2. TrendForce’s View
    • SK hynix’s DRAM Operating Profit Margin

<Total Pages: 2>

SK hynix’s DRAM Operating Profit Margin

Category: DRAM

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