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DRAM Market Bulletin - Aug. 5, 2026

Last Modified

2026-08-05

Update Frequency

Weekly

Format

PDF

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>

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

Sector: Memory & Storage

Tag: HBM DRAM PC Memory Contract Price CSP LTA Market Bulletin Production Capacity Revenue Spot Price Supply & Demand Samsung SK Hynix

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