Research Reports

DRAM Market Bulletin - May 13, 2026

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Last Modified

2026-05-13

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Update Frequency

Weekly

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Format

PDF


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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

  1. Market Update
  2. TrendForce’s View
    • Allocation of Server DRAM Shipment Bit

<Total Pages: 2>

Allocation of Server DRAM Shipment Bit


Category: DRAM




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