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DRAM Market Bulletin - Jun. 17, 2026
Last Modified
2026-06-17
Update Frequency
Weekly
Format
DRAM contract and spot markets maintain upward trends. While CXMT's re-inclusion in the US military list inflicts no immediate sanctions, Entity List restrictions continue to hinder its advanced nodes. CXMT is boosting server DRAM for domestic clients and building new fabs, though foreign equipment limits cloud high-end progress.
Key Highlights
- Market Trend: Contract price targets shift upward, while spot markets maintain gains driven by buyer inquiries and spec downgrades.
- Sanction Impact: CXMT's re-inclusion in the military list adds no new legal curbs, but Entity List import restrictions remain the main bottleneck.
- Tech & Capacity: Production shifts to specific nodes with rising domestic equipment use; Shanghai and Hefei fabs advance with initial focus on DDR5.
- Product Strategy: CXMT aggressively expands server DRAM, becoming a key domestic CSP vendor, while mobile and PC DRAM shares reduced.
Table of Contents
- Market Update
- TrendForce’s View
- Distribution of Annual Total DRAM Output by Supplier
<Total Pages: 3>
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