DRAM Market Bulletin - Jun. 3, 2026

Last Modified

2026-06-03

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Weekly

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PDF

Server DRAM contract prices strengthen on supplier hikes, while spot markets show modest gains amid cautious buying. To overcome conventional capacity constraints caused by a focus on high-bandwidth memory, manufacturers are aggressively advancing node transitions to boost overall bit supply. Despite extensive expansion plans, new capacity will not significantly debut until the second half of the year after next, prolonging the current market undersupply.

Key Highlights

Market Update: Server DRAM contract prices trend upward driven by supplier hikes. The spot market maintains modest gains, though buyers grow conservative as asking prices rise.
Node Transition & Supply: The focus on high-bandwidth memory limits conventional DRAM capacity. Manufacturers are aggressively transitioning to advanced nodes, lifting bit supply growth expectations.
Manufacturer Expansions: Samsung and SK hynix are expediting new plant construction, though major output contributions will take years. Micron is reallocating global capacity to separate mainstream and legacy products. Nanya and CXMT continue to push factory construction, but CXMT faces ongoing technical uncertainties.
Supply-Demand Outlook: With new wafer capacities only coming online after the second half of the year after next, the current market undersupply is expected to persist until then.

Market Update
TrendForce’s View
- DRAM Industry: YoY Growth of Wafer Input vs. That of Supply Bits

Wafer Starts YoY vs. Bit Supply Growth

Sector: Memory & Storage

Tag: HBM Server Memory DRAM Contract Price Market Bulletin Production Capacity Revenue Spot Price Supply & Demand Technology Roadmap

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DRAM Market Bulletin - Jun. 3, 2026

Key Highlights