DRAM Market Bulletin - Jul. 1, 2026

Last Modified

2026-07-01

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Weekly

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PDF

Rising contract prices have driven strong revenue and margin growth of DRAM supplier. Looking ahead, contract price forecasts have been raised to reflect sustained market momentum. Meanwhile, major suppliers are securing price-protected long-term agreements to stabilize cash flows for CapEx and next-gen R&D.

Key Highlights

Price Revision: Strong negotiations prompt upward contract price revisions; spot markets see selective momentum.
Robust Growth: Rising prices drive significant revenue and margin gains, with prolonged supply shortages expected.
Strategic Agreements: Long-term customer contracts secure predictable cash flows and mitigate market cyclicality.
Capital Expansion: Increased investments fund advanced lithography equipment and accelerate global plant expansions.

Market Update
TrendForce’s View
- Micron's Consolidated Gross Margin (Encompassing DRAM and NAND Flash)

Micron's Consolidated Gross Margin (Encompassing DRAM and NAND Flash)

Category: DRAM

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DRAM Market Bulletin - Jul. 1, 2026

Key Highlights