DRAM Market Bulletin - Aug. 19, 2026

Last Modified

2026-08-19

Update Frequency

Weekly

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PDF

DRAM contract prices remain firm while spot activity stays subdued. Major suppliers are expanding capacity via new facilities, driving strong multi-year bit supply growth while dynamically adjusting output to sustain industry balance.

Key Highlights

Market Trends & Pricing: Contract prices hold firm as high-capacity demand shifts, narrowing price premiums. High prices continue to suppress spot market demand, leading to limited transactions alongside modest price increases.
Supplier Capacity Expansion: Leading DRAM makers are advancing multi-year expansion plans. Growth will be driven by stepping up output in current facilities and bringing new production lines online in phased stages.
Supply Outlook & Strategy: Ramp-ups and node transitions will significantly boost overall bit supply in the coming years. Manufacturers will dynamically manage output rates based on real market demand and emerging applications to preserve healthy industry profitability.

Market Update
TrendForce’s View
- Distribution of DRAM Wafer Starts by Supplier

Distribution of DRAM Wafer Starts by Supplier

Category: DRAM

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DRAM Market Bulletin - Aug. 19, 2026

Key Highlights