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DRAM Market Bulletin - Aug. 5, 2026
Last Modified
2026-08-05
Update Frequency
Weekly
Format
DRAM contracts delayed to Aug. Spot market flat on low volume. CSP demand boosts Korean Q2 results and LTA signings.
Key Highlights
- Contracts: Talks delayed to Aug amid buyer-seller tug-of-war; Q3 PC DRAM prices expected to rise.
- Spot Market: Price growth slows. Volume is limited as buyers and sellers lack price consensus.
- Korean Q2: CSP demand drives growth. Makers advance HBM sampling/production and sign LTAs.
Table of Contents
- Market Update
- TrendForce’s View
- Samsung’s and SK hynix’s Respective DRAM Operating Profit Margins
<Total Pages: 3>
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