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DRAM Market Bulletin - May 27, 2026
Last Modified
2026-05-27
Update Frequency
Weekly
Format
The contract market sees seller-driven price hikes amid strong demand, while the spot market remains stagnant. Suppliers' focus on advanced and HBM causes legacy product shortages. Constrained by long expansion cycles, supply bottlenecks will persist for years, prompting buyers to secure long-term agreements and driving future price surges for HBM.
Key Highlights
- Market Status: The contract market experiences seller-driven price increases due to robust demand, whereas the spot market remains sluggish with cautious buyers.
- Supply & Demand: Suppliers prioritize next-generation server memory, squeezing legacy capacity. This creates shortages in networking, forcing buyers to seek alternative vendors.
- AI & High-End Trends: AI applications trigger severe cross-industry competition for LPDDR. HBM prices will surge to reflect costs after a temporary profit margin lag.
- Long-Term Outlook: Hampered by equipment sanction on Chinese makers and prolonged fab expansion times, supply bottlenecks will persist for years. Cloud giants are utilizing long-term agreements with floor prices to secure capacity.
Table of Contents
- Market Update
- TrendForce’s View
- DRAM Supply Bit Growth
<Total Pages: 2>
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