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DRAM Market Bulletin - May 6, 2026
Last Modified
2026-05-06
Update Frequency
Weekly
Format
Strong AI and server demand is driving upward revisions in memory contract prices, despite a sluggish spot market. Supplier inventories have bottomed out, with high-end applications driving profits. Next-gen HBM will soon enter mass production, becoming a key revenue driver. While RDIMM margins temporarily lead due to differing pricing mechanisms, HBM prices will eventually catch up.
Key Highlights
- Contract & Spot Markets: Strong buyer acceptance drives upward revisions in server and PC memory contract prices. Conversely, spot markets lag as supplier price hikes deter buyers.
- Operations & Inventory: Advanced server demand successfully offsets consumer weakness. Supplier profitability surged significantly, and slight shipment growth indicates the bottomed-out inventory.
- Advanced Product Trends: Next-generation HBM is entering mass production and sampling phases, poised to drive future revenue and fully load advanced foundry capacities.
- Margin & Pricing Trends: Structural differences in pricing cycles caused conventional DRAM margins to temporarily surpass HBM. Prices for the latter will eventually catch up, narrowing this margin gap.
Table of Contents
- Market Update
- TrendForce’s View
- Samsung’s DRAM Operating Profit Margin
<Total Pages: 2>
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