DRAM Market Bulletin - May 13, 2026
Last Modified
2026-05-13
Update Frequency
Weekly
Format
Mobile DRAM contract hikes slowed due to costs, yet server demand stabilized overall prices; spot prices rose. Diverse AI applications boost demand across all server DRAM capacities. High-capacity leads, with future growth hinging on resolving CPU shortages.
Key Highlights
- Market Dynamics: Mobile DRAM contract hikes moderated due to phone cost limits, but upward server revisions stabilized overall prices. Spot prices rose amid rebounding demand.
- AI-Driven Upgrades: AI inference offloads cache to server DRAM, surging both processor demand and high-capacity RAM production.
- Mid/Low-Capacity Demand: Cloud resource optimization, processor shortages, high-capacity supply constraints, and cost pressures are driving enterprises toward mid/low-capacity RDIMM.
- Outlook: Diverse AI applications boost demand across all capacities. High-capacity remains the core driver, but overall market growth relies heavily on easing CPU bottlenecks.
Table of Contents
- Market Update
- TrendForce’s View
- Allocation of Server DRAM Shipment Bit
<Total Pages: 2>

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