Research Reports

DRAM Market Bulletin - Aug. 5, 2026

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Last Modified

2026-08-05

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Update Frequency

Weekly

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Format

PDF


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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

  1. Market Update
  2. TrendForce’s View
    • Samsung’s and SK hynix’s Respective DRAM Operating Profit Margins

<Total Pages: 3>

Samsung’s and SK hynix’s Respective DRAM Operating Profit Margins


Category: DRAM




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