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DRAM Market Bulletin - May 20, 2026
Last Modified
2026-05-20
Update Frequency
Weekly
Format
Strong AI and server demand causes structural DRAM undersupply, driving contract and spot prices upward. Supplier inventories have bottomed out. Cloud and PC makers are aggressively securing long-term contracts, while smartphone brands adopt conservative procurement. Supply remains constrained.
Key Highlights
- Price Trends: Robust server demand sustains structural undersupply, ensuring continuous contract price hikes. The spot market is highly active, with suppliers aggressively raising quotes driven by urgent replenishment orders.
- Suppliers & Module Houses: Supplier inventories reached critically low levels, prioritizing server allocations. Facing restricted supply, module houses shift focus to niche server memories and hoard stock to meet high-visibility demand.
- Client Strategies: Hyperscalers and PC OEMs aggressively seek long-term agreements with prepayments to secure future supply. Enterprise servers adopt lower-capacity solutions to mitigate costs. Smartphone brands remain conservative due to soaring prices, though they will face ongoing supply constraints due to server crowding-out effects.
Table of Contents
- Market Update
- TrendForce’s View
- Inventory Levels of DRAM Suppliers and Clients in Major Application Segments
<Total Pages: 3>
Category: DRAM
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